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Disclosery

Clean Yield Group: SPY position timeline

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

Clean Yield Group held 2,393 SPY 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 2,393 shares
    Change vs previous 13F -10 shares

    0.44% of the 13F portfolio, value $1,787,021.

    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 2,403 shares
    Change vs previous 13F -555 shares

    0.44% of the 13F portfolio, value $1,562,767.

    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 2,958 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,017,119.

    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 2,958 shares
    Change vs previous 13F +5 shares

    0.56% of the 13F portfolio, value $1,970,560.

    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 2,953 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,824,511.

    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 2,953 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,651,879.

    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 2,953 shares
    Change vs previous 13F -108 shares

    0.55% of the 13F portfolio, value $1,730,694.

    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 3,061 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,756,279.

    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).