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5T Wealth, LLC: ESGU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 5T Wealth, LLC on ESGU, newest first. How the timeline and the estimate are built.

5T Wealth, LLC held 2,214 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,214 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $362,365.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    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 2,214 shares
    Change vs previous 13F -1,238 shares

    0.12% of the 13F portfolio, value $313,120.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
    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 3,452 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $514,279.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
    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 3,502 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $509,892.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    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 3,502 shares
    Change vs previous 13F -2,294 shares

    0.24% of the 13F portfolio, value $473,820.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
    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 5,796 shares
    Change vs previous 13F -579 shares

    0.4% of the 13F portfolio, value $706,603.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
    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 6,375 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $821,227.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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