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Disclosery

Elios Financial Group Inc.: ESGV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elios Financial Group Inc. on ESGV, newest first. How the timeline and the estimate are built.

Elios Financial Group Inc. held 45,591 ESGV shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 45,591 shares
    Change vs previous 13F -23 shares

    2.27% of the 13F portfolio, value $4,998,572.

    13F-HR 0002035601-25-000003 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 45,614 shares
    Change vs previous 13F -1,145 shares

    2.2% of the 13F portfolio, value $4,467,859.

    13F-HR 0002035601-25-000002 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 46,759 shares
    Change vs previous 13F +28 shares

    2.32% of the 13F portfolio, value $4,904,500.

    13F-HR 0002035601-25-000001 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 46,731 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $4,750,164.

    13F-HR 0001674020-24-000008 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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