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Disclosery

Clean Yield Group: STAG position timeline

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

Clean Yield Group held 1,821 STAG 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 1,821 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $69,323.

    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 1,820 shares
    Change vs previous 13F -269 shares

    0.02% of the 13F portfolio, value $65,622.

    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 2,089 shares
    Change vs previous 13F -94 shares

    0.02% of the 13F portfolio, value $76,802.

    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 2,183 shares
    Change vs previous 13F -1,123 shares

    0.02% of the 13F portfolio, value $77,029.

    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 3,306 shares
    Change vs previous 13F -67,705 shares

    0.04% of the 13F portfolio, value $119,945.

    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 71,011 shares
    Change vs previous 13F -5,916 shares

    0.84% of the 13F portfolio, value $2,564,933.

    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 76,927 shares
    Change vs previous 13F -2,672 shares

    0.83% of the 13F portfolio, value $2,601,665.

    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 79,599 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,111,535.

    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).