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Disclosery

Clean Yield Group: HLIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clean Yield Group on HLIO, newest first. How the timeline and the estimate are built.

Clean Yield Group held 5,807 HLIO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,807 shares
    Change vs previous 13F -500 shares

    0.13% of the 13F portfolio, value $518,275.

    13F-HR 0001525865-26-000003 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,307 shares
    Change vs previous 13F -150 shares

    0.11% of the 13F portfolio, value $408,126.

    13F-HR 0001525865-26-000002 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,457 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $345,385.

    13F-HR 0001525865-26-000001 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,457 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $336,603.

    13F-HR 0001525865-25-000010 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,457 shares
    Change vs previous 13F -3,200 shares

    0.06% of the 13F portfolio, value $215,470.

    13F-HR 0001525865-25-000005 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,657 shares
    Change vs previous 13F -1,312 shares

    0.1% of the 13F portfolio, value $309,893.

    13F-HR 0001525865-25-000002 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,969 shares
    Change vs previous 13F -150 shares

    0.16% of the 13F portfolio, value $489,656.

    13F-HR 0001525865-25-000001 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,119 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $530,376.

    13F-HR 0001525865-24-000008 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).