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Ashford Advisors, LLC: ESGV position timeline

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

Ashford Advisors, LLC held 35,896 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,896 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $4,746,887.

    13F-HR 0001861158-26-000004 filed by Ashford 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 35,896 shares
    Change vs previous 13F -134,347 shares

    0.94% of the 13F portfolio, value $4,030,044.

    13F-HR 0001861158-26-000003 filed by Ashford 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 170,243 shares
    Change vs previous 13F -2,005 shares

    4.51% of the 13F portfolio, value $20,592,593.

    13F-HR 0001861158-26-000002 filed by Ashford 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 172,248 shares
    Change vs previous 13F +134,347 shares

    4.51% of the 13F portfolio, value $20,401,053.

    13F-HR 0001861158-25-000006 filed by Ashford 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 37,901 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $4,155,466.

    13F-HR 0001861158-25-000002 filed by Ashford 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 37,901 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $3,712,403.

    13F-HR 0001861158-25-000001 filed by Ashford 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 37,901 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $3,975,436.

    13F-HR 0002042928-25-000002 filed by Ashford 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 37,901 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,852,637.

    13F-HR 0001861158-24-000010 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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