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CWC Advisors, LLC.: ESGU position timeline

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

CWC Advisors, LLC. held 9,418 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 9,418 shares
    Change vs previous 13F -28 shares

    0.68% of the 13F portfolio, value $1,541,482.

    13F-HR 0001941040-26-000433 filed by CWC 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 9,446 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,335,891.

    13F-HR 0001941040-26-000223 filed by CWC 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 9,446 shares
    Change vs previous 13F +1 shares

    0.68% of the 13F portfolio, value $1,407,271.

    13F-HR 0001941040-26-000043 filed by CWC 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 9,445 shares
    Change vs previous 13F -44 shares

    0.67% of the 13F portfolio, value $1,375,135.

    13F-HR 0001941040-25-000544 filed by CWC 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 ended2025-06-30
    13F 9,489 shares
    Change vs previous 13F -21 shares

    0.66% of the 13F portfolio, value $1,283,919.

    13F-HR 0001941040-25-000345 filed by CWC 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 ended2025-03-31
    13F 9,510 shares
    Change vs previous 13F +17 shares

    0.66% of the 13F portfolio, value $1,159,398.

    13F-HR 0001941040-25-000232 filed by CWC 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 ended2024-12-31
    13F 9,493 shares
    Change vs previous 13F -302 shares

    1.22% of the 13F portfolio, value $1,222,892.

    13F-HR 0001520683-25-000001 filed by CWC Advisors, 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 9,795 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,235,933.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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