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Affinity Capital Advisors, LLC: ESGU position timeline

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

Affinity Capital Advisors, LLC held 146,606 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,606 shares
    Change vs previous 13F -2,844 shares

    2.99% of the 13F portfolio, value $24,187,044.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, 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 149,450 shares
    Change vs previous 13F -1,142 shares

    2.96% of the 13F portfolio, value $21,135,255.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, 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 150,592 shares
    Change vs previous 13F -1,130 shares

    3.1% of the 13F portfolio, value $22,435,238.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, 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 151,722 shares
    Change vs previous 13F +103 shares

    3.41% of the 13F portfolio, value $22,218,200.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, 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 151,619 shares
    Change vs previous 13F -857 shares

    3.53% of the 13F portfolio, value $20,513,984.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, 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 152,476 shares
    Change vs previous 13F +1,192 shares

    3.51% of the 13F portfolio, value $17,705,532.

    13F-HR 0001085146-25-002129 filed by Affinity Capital Advisors, 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 151,284 shares
    Change vs previous 13F -174 shares

    3.68% of the 13F portfolio, value $19,586,797.

    13F-HR 0001085146-25-000176 filed by Affinity Capital Advisors, LLC
    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 151,458 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $19,110,991.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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