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Atlas Legacy Advisors, LLC: ESGU position timeline

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

Atlas Legacy Advisors, LLC held 50,505 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,505 shares
    Change vs previous 13F +2,461 shares

    1.22% of the 13F portfolio, value $8,253,056.

    13F-HR 0002054111-26-000004 filed by Atlas Legacy 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 48,044 shares
    Change vs previous 13F +901 shares

    1.24% of the 13F portfolio, value $6,808,843.

    13F-HR 0002054111-26-000003 filed by Atlas Legacy 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 47,143 shares
    Change vs previous 13F +2,525 shares

    1.23% of the 13F portfolio, value $7,022,209.

    13F-HR 0002054111-26-000001 filed by Atlas Legacy 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 44,618 shares
    Change vs previous 13F -4,018 shares

    1.25% of the 13F portfolio, value $6,496,381.

    13F-HR 0002054111-25-000006 filed by Atlas Legacy 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 48,636 shares
    Change vs previous 13F +546 shares

    1.45% of the 13F portfolio, value $6,580,451.

    13F-HR 0002054111-25-000005 filed by Atlas Legacy 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 48,090 shares
    Change vs previous 13F -1,800 shares

    1.53% of the 13F portfolio, value $6,038,579.

    13F-HR 0002054111-25-000003 filed by Atlas Legacy 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 49,890 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $6,426,830.

    13F-HR 0002054111-25-000002 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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