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Disclosery

Fiduciary Wealth Partners, LLC: ESGV position timeline

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

Fiduciary Wealth Partners, LLC held 0 ESGV shares at 2026-03-31 per its 13F-HR filed 2026-05-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -6,611 shares

    13F-HR 0001376474-26-000350 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 6,611 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $799,667.

    13F-HR 0001376474-26-000077 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,611 shares
    Change vs previous 13F -6,611 shares

    0.33% of the 13F portfolio, value $783,007.

    13F-HR 0001376474-25-000877 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 13,222 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,449,660.

    13F-HR 0001376474-25-000691 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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