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Disclosery

Austin Private Wealth, LLC: ESGU position timeline

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

Austin Private Wealth, LLC held 12,122 ESGU shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 12,122 shares
    Change vs previous 13F -2,055 shares

    0.14% of the 13F portfolio, value $1,805,861.

    13F-HR 0001172661-26-000230 filed by Austin Private 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 ended2025-09-30
    13F 14,177 shares
    Change vs previous 13F +4,463 shares

    0.16% of the 13F portfolio, value $2,064,098.

    13F-HR 0001172661-25-004325 filed by Austin Private 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 ended2025-06-30
    13F 9,714 shares
    Change vs previous 13F -297 shares

    0.1% of the 13F portfolio, value $1,314,237.

    13F-HR 0001172661-25-002847 filed by Austin Private 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 ended2025-03-31
    13F 10,011 shares
    Change vs previous 13F -1,087 shares

    0.11% of the 13F portfolio, value $1,220,380.

    13F-HR 0001172661-25-001646 filed by Austin Private 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 ended2024-12-31
    13F 11,098 shares
    Change vs previous 13F -56 shares

    0.13% of the 13F portfolio, value $1,429,644.

    13F-HR 0001172661-25-000335 filed by Austin Private 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 ended2024-09-30
    13F 11,154 shares
    Change vs previous 13F -110 shares

    0.14% of the 13F portfolio, value $1,407,412.

    13F-HR 0001172661-24-004415 filed by Austin Private 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 ended2024-06-30
    13F/A 11,264 shares
    Change vs previous 13F -937 shares

    0.14% of the 13F portfolio, value $1,344,020.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 12,201 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,392,378.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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