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Disclosery

Five Pine Wealth Management: ESGV position timeline

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

Five Pine Wealth Management held 3,609 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,609 shares
    Change vs previous 13F +3 shares

    0.27% of the 13F portfolio, value $477,243.

    13F-HR 0001754960-26-000761 filed by Five Pine Wealth Management
    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 3,606 shares
    Change vs previous 13F +4 shares

    0.25% of the 13F portfolio, value $404,870.

    13F-HR 0001754960-26-000272 filed by Five Pine Wealth Management
    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 3,602 shares
    Change vs previous 13F +9 shares

    0.28% of the 13F portfolio, value $435,676.

    13F-HR 0001754960-26-000103 filed by Five Pine Wealth Management
    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 3,593 shares
    Change vs previous 13F -130 shares

    0.29% of the 13F portfolio, value $425,565.

    13F-HR 0001754960-25-000653 filed by Five Pine Wealth Management
    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 3,723 shares
    Change vs previous 13F +9 shares

    0.3% of the 13F portfolio, value $408,222.

    13F-HR 0001754960-25-000394 filed by Five Pine Wealth Management
    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 3,714 shares
    Change vs previous 13F -91 shares

    0.3% of the 13F portfolio, value $363,819.

    13F-HR 0001754960-25-000219 filed by Five Pine Wealth Management
    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 3,805 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $399,064.

    13F-HR 0001754960-25-000059 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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