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CHERRYDALE WEALTH MANAGEMENT, LLC: ESGV position timeline

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

CHERRYDALE WEALTH MANAGEMENT, LLC held 7,409 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,409 shares
    Change vs previous 13F -121 shares

    0.26% of the 13F portfolio, value $979,786.

    13F-HR 0001907327-26-000005 filed by CHERRYDALE WEALTH MANAGEMENT, 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 7,530 shares
    Change vs previous 13F +19 shares

    0.26% of the 13F portfolio, value $845,387.

    13F-HR 0001907327-26-000002 filed by CHERRYDALE WEALTH MANAGEMENT, 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 7,511 shares
    Change vs previous 13F -74 shares

    0.28% of the 13F portfolio, value $908,477.

    13F-HR 0001907327-26-000001 filed by CHERRYDALE WEALTH MANAGEMENT, 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 7,585 shares
    Change vs previous 13F +18 shares

    0.28% of the 13F portfolio, value $898,343.

    13F-HR 0001907327-25-000006 filed by CHERRYDALE WEALTH MANAGEMENT, 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 7,567 shares
    Change vs previous 13F +19 shares

    0.29% of the 13F portfolio, value $829,612.

    13F-HR 0001907327-25-000005 filed by CHERRYDALE WEALTH MANAGEMENT, 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 7,548 shares
    Change vs previous 13F +20 shares

    0.29% of the 13F portfolio, value $739,349.

    13F-HR 0001907327-25-000004 filed by CHERRYDALE WEALTH MANAGEMENT, 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 7,528 shares
    Change vs previous 13F +747 shares

    0.31% of the 13F portfolio, value $789,649.

    13F-HR 0001907327-25-000001 filed by CHERRYDALE WEALTH MANAGEMENT, 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 6,781 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $689,327.

    13F-HR 0001907327-24-000004 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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