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Disclosery

Crown Wealth Group, LLC: ESGU position timeline

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

Crown Wealth Group, LLC held 7,556 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,556 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,236,609.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 7,556 shares
    Change vs previous 13F -439 shares

    0.31% of the 13F portfolio, value $1,068,499.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 7,995 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,191,021.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 7,995 shares
    Change vs previous 13F -393 shares

    0.35% of the 13F portfolio, value $1,163,999.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 8,388 shares
    Change vs previous 13F -829 shares

    0.43% of the 13F portfolio, value $1,134,829.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 9,217 shares
    Change vs previous 13F -120 shares

    0.58% of the 13F portfolio, value $1,123,584.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 9,337 shares
    Change vs previous 13F -515 shares

    0.49% of the 13F portfolio, value $1,202,728.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, 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 9,852 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,243,062.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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