Skip to content
Disclosery

Boulder Wealth Advisors, LLC: ESGU position timeline

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

Boulder Wealth Advisors, LLC held 13,661 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,661 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $2,235,896.

    13F-HR 0001986152-26-000115 filed by Boulder Wealth 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 13,661 shares
    Change vs previous 13F -21,566 shares

    0.77% of the 13F portfolio, value $1,931,939.

    13F-HR 0001986152-26-000077 filed by Boulder Wealth 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 35,227 shares
    Change vs previous 13F +1,084 shares

    2.22% of the 13F portfolio, value $5,248,118.

    13F-HR 0001986152-26-000010 filed by Boulder Wealth 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 34,143 shares
    Change vs previous 13F +2,087 shares

    2.31% of the 13F portfolio, value $4,971,221.

    13F-HR 0001986152-25-000110 filed by Boulder Wealth 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 ended2025-03-31
    13F 32,056 shares
    Change vs previous 13F -143,496 shares

    2.27% of the 13F portfolio, value $3,907,947.

    13F-HR 0001986152-25-000036 filed by Boulder Wealth 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 ended2024-12-31
    13F 175,552 shares
    Change vs previous 13F +1,211 shares

    11.66% of the 13F portfolio, value $22,614,589.

    13F-HR 0001986152-25-000022 filed by Boulder Wealth 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 ended2024-09-30
    13F 174,341 shares
    Change vs previous 13F not available

    11.96% of the 13F portfolio, value $21,998,291.

    13F-HR 0001986152-24-000057 filed by Boulder Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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