Boston Standard Wealth Management, LLC: ESGV position timeline

Boston Standard Wealth Management, LLC held 79,634 ESGV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 79,634 shares

   Change vs previous 13F -312 shares

   1.55% of the 13F portfolio, value $10,792,905.

   13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
   Accepted 2026-10-07 19:14:00 UTC, ingested 2026-10-07 20:03:04 UTC

2. period ended2026-06-30

   13F 79,946 shares

   Change vs previous 13F +774 shares

   1.54% of the 13F portfolio, value $10,614,869.

   13F-HR 0001630939-26-000006 filed by Boston Standard Wealth Management, LLC
   Filed 2026-07-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 79,172 shares

   Change vs previous 13F +47 shares

   1.47% of the 13F portfolio, value $8,963,827.

   13F-HR 0001630939-26-000004 filed by Boston Standard Wealth Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 79,125 shares

   Change vs previous 13F -2,046 shares

   1.58% of the 13F portfolio, value $9,570,972.

   13F-HR 0001630939-26-000003 filed by Boston Standard Wealth Management, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 81,171 shares

   Change vs previous 13F +10,797 shares

   1.62% of the 13F portfolio, value $9,614,000.

   13F-HR 0001630939-25-000008 filed by Boston Standard Wealth Management, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 70,374 shares

   Change vs previous 13F +4,531 shares

   1.39% of the 13F portfolio, value $7,716,000.

   13F-HR 0001630939-25-000007 filed by Boston Standard Wealth Management, LLC
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 65,843 shares

   Change vs previous 13F -473 shares

   1.4% of the 13F portfolio, value $6,362,000.

   13F-HR 0001630939-25-000005 filed by Boston Standard Wealth Management, LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 66,316 shares

   Change vs previous 13F not available

   1.35% of the 13F portfolio, value $6,956,000.

   13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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