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Financial Advisors, LLC: ESGU position timeline

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

Financial Advisors, LLC held 56,392 ESGU shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 56,392 shares
    Change vs previous 13F +314 shares

    1.45% of the 13F portfolio, value $8,210,604.

    13F-HR 0001951757-25-001314 filed by Financial 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 ended2025-06-30
    13F 56,078 shares
    Change vs previous 13F -3,849 shares

    1.41% of the 13F portfolio, value $7,587,386.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 59,927 shares
    Change vs previous 13F +123 shares

    1.44% of the 13F portfolio, value $7,305,733.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 59,804 shares
    Change vs previous 13F -2,154 shares

    1.48% of the 13F portfolio, value $7,703,974.

    13F-HR 0001951757-25-000043 filed by Financial 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 ended2024-09-30
    13F 61,958 shares
    Change vs previous 13F -284 shares

    1.49% of the 13F portfolio, value $7,817,888.

    13F-HR 0001951757-24-001057 filed by Financial 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 ended2024-06-30
    13F 62,242 shares
    Change vs previous 13F -567 shares

    1.52% of the 13F portfolio, value $7,426,767.

    13F-HR 0001951757-24-000513 filed by Financial 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 ended2024-03-31
    13F 62,809 shares
    Change vs previous 13F -859 shares

    1.49% of the 13F portfolio, value $7,220,498.

    13F-HR 0001951757-24-000438 filed by Financial 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 ended2023-12-31
    13F 63,668 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $6,680,051.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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