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Higgins & Schmidt Wealth Strategies LLC: ESGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Higgins & Schmidt Wealth Strategies LLC on ESGD, newest first. How the timeline and the estimate are built.

Higgins & Schmidt Wealth Strategies LLC held 10,500 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,500 shares
    Change vs previous 13F -330 shares

    0.45% of the 13F portfolio, value $1,079,505.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 10,830 shares
    Change vs previous 13F -33 shares

    0.47% of the 13F portfolio, value $1,035,565.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 10,863 shares
    Change vs previous 13F +3,074 shares

    0.49% of the 13F portfolio, value $1,032,963.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 7,789 shares
    Change vs previous 13F +199 shares

    0.37% of the 13F portfolio, value $724,221.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 7,590 shares
    Change vs previous 13F -249 shares

    0.37% of the 13F portfolio, value $677,180.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 7,839 shares
    Change vs previous 13F -527 shares

    0.38% of the 13F portfolio, value $640,368.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 8,366 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $636,987.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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