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Disclosery

Clean Yield Group: HRB position timeline

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

Clean Yield Group held 0 HRB shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -37 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 37 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,612.

    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).

  3. period ended2025-09-30
    13F 37 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $1,871.

    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).

  4. period ended2025-06-30
    13F 69 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,787.

    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).

  5. period ended2025-03-31
    13F 69 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,789.

    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).

  6. period ended2024-12-31
    13F 69 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $3,646.

    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).

  7. period ended2024-09-30
    13F 78 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,957.

    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).