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CAPTRUST FINANCIAL ADVISORS: ESGE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ESGE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 52,988 ESGE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,988 shares
    Change vs previous 13F -8,435 shares

    <0.01% of the 13F portfolio, value $2,897,922.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 61,423 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $2,792,916.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 61,579 shares
    Change vs previous 13F +17,205 shares

    0.01% of the 13F portfolio, value $2,719,956.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 44,374 shares
    Change vs previous 13F +7,402 shares

    <0.01% of the 13F portfolio, value $1,926,726.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,972 shares
    Change vs previous 13F +3,086 shares

    <0.01% of the 13F portfolio, value $1,448,199.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 33,886 shares
    Change vs previous 13F -3,714 shares

    <0.01% of the 13F portfolio, value $1,184,309.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,600 shares
    Change vs previous 13F -4,296 shares

    <0.01% of the 13F portfolio, value $1,255,465.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 41,896 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,525,450.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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