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Disclosery

Balance Wealth Partners LLC: ESGU position timeline

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

Balance Wealth Partners LLC held 25,646 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,646 shares
    Change vs previous 13F -461 shares

    1.12% of the 13F portfolio, value $4,197,456.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 26,107 shares
    Change vs previous 13F -374 shares

    1.15% of the 13F portfolio, value $3,692,153.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 26,481 shares
    Change vs previous 13F -154 shares

    1.27% of the 13F portfolio, value $3,945,116.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 26,635 shares
    Change vs previous 13F +3,065 shares

    0.96% of the 13F portfolio, value $3,878,072.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 23,570 shares
    Change vs previous 13F -569 shares

    1.87% of the 13F portfolio, value $3,189,086.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 24,139 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,942,754.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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