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Disclosery

HB Wealth Management, LLC: ESGE position timeline

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

HB Wealth Management, LLC held 48,249 ESGE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,249 shares
    Change vs previous 13F +3,250 shares

    0.01% of the 13F portfolio, value $2,638,754.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 44,999 shares
    Change vs previous 13F +3,847 shares

    0.01% of the 13F portfolio, value $2,046,107.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 41,152 shares
    Change vs previous 13F +2,417 shares

    0.01% of the 13F portfolio, value $1,817,687.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 38,735 shares
    Change vs previous 13F +1,806 shares

    0.01% of the 13F portfolio, value $1,681,875.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 36,929 shares
    Change vs previous 13F +15,108 shares

    0.01% of the 13F portfolio, value $1,446,510.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 21,821 shares
    Change vs previous 13F +1,045 shares

    0.01% of the 13F portfolio, value $762,675.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 20,776 shares
    Change vs previous 13F +407 shares

    0.01% of the 13F portfolio, value $693,914.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 20,369 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $741,642.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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