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Disclosery

Erickson Financial Group, LLC: ESGU position timeline

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

Erickson Financial Group, LLC held 137,404 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,404 shares
    Change vs previous 13F +996 shares

    12.05% of the 13F portfolio, value $22,488,913.

    13F-HR 0001951757-26-001068 filed by Erickson Financial 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 136,408 shares
    Change vs previous 13F +2,632 shares

    12.09% of the 13F portfolio, value $19,290,819.

    13F-HR 0001951757-26-000542 filed by Erickson Financial 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 133,776 shares
    Change vs previous 13F +1,584 shares

    12.24% of the 13F portfolio, value $19,929,948.

    13F-HR 0001951757-26-000237 filed by Erickson Financial 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 132,192 shares
    Change vs previous 13F +2,580 shares

    12.09% of the 13F portfolio, value $19,247,155.

    13F-HR 0001951757-25-001223 filed by Erickson Financial 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 129,612 shares
    Change vs previous 13F -73 shares

    11.85% of the 13F portfolio, value $17,536,504.

    13F-HR 0001951757-25-001069 filed by Erickson Financial 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 129,685 shares
    Change vs previous 13F +131 shares

    11.8% of the 13F portfolio, value $15,809,898.

    13F-HR 0001951757-25-000366 filed by Erickson Financial 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 129,554 shares
    Change vs previous 13F +276 shares

    11.88% of the 13F portfolio, value $16,689,146.

    13F-HR 0001951757-25-000155 filed by Erickson Financial 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 129,278 shares
    Change vs previous 13F not available

    11.69% of the 13F portfolio, value $16,312,298.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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