Skip to content
Disclosery

Fund Evaluation Group, LLC: ESGD position timeline

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

Fund Evaluation Group, LLC held 116,875 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,875 shares
    Change vs previous 13F +3,450 shares

    0.32% of the 13F portfolio, value $12,015,919.

    13F-HR 0001420506-26-001466 filed by Fund Evaluation 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 113,425 shares
    Change vs previous 13F -17,849 shares

    0.33% of the 13F portfolio, value $10,845,699.

    13F-HR 0001420506-26-000854 filed by Fund Evaluation 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 131,274 shares
    Change vs previous 13F +45 shares

    0.41% of the 13F portfolio, value $12,482,845.

    13F-HR 0001420506-26-000294 filed by Fund Evaluation 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 131,229 shares
    Change vs previous 13F -468 shares

    0.44% of the 13F portfolio, value $12,201,672.

    13F-HR 0001420506-25-003080 filed by Fund Evaluation 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 131,697 shares
    Change vs previous 13F -11,652 shares

    0.45% of the 13F portfolio, value $11,746,105.

    13F-HR 0001420506-25-001768 filed by Fund Evaluation 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 143,349 shares
    Change vs previous 13F +12,641 shares

    0.51% of the 13F portfolio, value $11,727,921.

    13F-HR 0001420506-25-000826 filed by Fund Evaluation 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 130,708 shares
    Change vs previous 13F +44,499 shares

    0.47% of the 13F portfolio, value $9,952,107.

    13F-HR 0001420506-25-000306 filed by Fund Evaluation 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 86,209 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $7,256,000.

    13F-HR 0001356249-24-000008 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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