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Disclosery

Canopy Partners, LLC: ESGV position timeline

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

Canopy Partners, LLC held 4,512 ESGV 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 4,512 shares
    Change vs previous 13F +1,714 shares

    0.18% of the 13F portfolio, value $596,667.

    13F-HR 0001960860-26-000003 filed by Canopy 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 2,798 shares
    Change vs previous 13F +599 shares

    0.11% of the 13F portfolio, value $314,131.

    13F-HR 0001960860-26-000002 filed by Canopy 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 2,199 shares
    Change vs previous 13F -234 shares

    0.09% of the 13F portfolio, value $265,991.

    13F-HR 0001960860-26-000001 filed by Canopy 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 2,433 shares
    Change vs previous 13F -41 shares

    0.1% of the 13F portfolio, value $288,165.

    13F-HR 0001960860-25-000006 filed by Canopy 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 2,474 shares
    Change vs previous 13F -5,802 shares

    0.1% of the 13F portfolio, value $271,249.

    13F-HR 0001960860-25-000003 filed by Canopy 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 8,276 shares
    Change vs previous 13F +156 shares

    0.32% of the 13F portfolio, value $810,634.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 8,120 shares
    Change vs previous 13F +173 shares

    0.33% of the 13F portfolio, value $851,707.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,947 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $807,813.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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