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Ally Invest Advisors Inc.: ESGU position timeline

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

Ally Invest Advisors Inc. held 350,467 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 350,467 shares
    Change vs previous 13F +2,264 shares

    3.46% of the 13F portfolio, value $57,360,944.

    13F-HR 0001706013-26-000007 filed by Ally Invest Advisors Inc.
    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 348,203 shares
    Change vs previous 13F +12,868 shares

    3.31% of the 13F portfolio, value $49,242,789.

    13F-HR 0001706013-26-000004 filed by Ally Invest Advisors Inc.
    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 335,335 shares
    Change vs previous 13F +1,400 shares

    3.45% of the 13F portfolio, value $49,958,087.

    13F-HR 0001706013-26-000002 filed by Ally Invest Advisors Inc.
    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 333,935 shares
    Change vs previous 13F +1,487 shares

    3.49% of the 13F portfolio, value $48,620,900.

    13F-HR 0001706013-25-000009 filed by Ally Invest Advisors Inc.
    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 332,448 shares
    Change vs previous 13F +6,001 shares

    3.51% of the 13F portfolio, value $44,980,201.

    13F-HR 0001706013-25-000007 filed by Ally Invest Advisors Inc.
    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 326,447 shares
    Change vs previous 13F -2,209 shares

    3.41% of the 13F portfolio, value $39,797,096.

    13F-HR 0001706013-25-000004 filed by Ally Invest Advisors Inc.
    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 328,656 shares
    Change vs previous 13F +2,688 shares

    3.67% of the 13F portfolio, value $42,337,466.

    13F-HR 0001706013-25-000002 filed by Ally Invest Advisors Inc.
    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 325,968 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $41,130,665.

    13F-HR 0001706013-24-000008 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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