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Disclosery

Clean Yield Group: UL position timeline

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

Clean Yield Group held 103,553 UL 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 103,553 shares
    Change vs previous 13F -6,694 shares

    1.54% of the 13F portfolio, value $6,225,606.

    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 110,247 shares
    Change vs previous 13F -5,183 shares

    1.77% of the 13F portfolio, value $6,280,772.

    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 115,430 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $7,549,122.

    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).