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IMPACTfolio, LLC: ESGD position timeline

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

IMPACTfolio, LLC held 430,343 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 430,343 shares
    Change vs previous 13F +10,222 shares

    16.66% of the 13F portfolio, value $44,243,562.

    13F-HR 0001896447-26-000004 filed by IMPACTfolio, 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 420,121 shares
    Change vs previous 13F +20,743 shares

    17.07% of the 13F portfolio, value $40,171,955.

    13F-HR 0001896447-26-000003 filed by IMPACTfolio, 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 399,378 shares
    Change vs previous 13F +15,196 shares

    15.95% of the 13F portfolio, value $37,976,839.

    13F-HR 0001896447-26-000001 filed by IMPACTfolio, 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 384,182 shares
    Change vs previous 13F -6,140 shares

    15.41% of the 13F portfolio, value $35,721,271.

    13F-HR 0001896447-25-000007 filed by IMPACTfolio, 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 390,322 shares
    Change vs previous 13F +15,948 shares

    16.51% of the 13F portfolio, value $34,824,557.

    13F-HR 0001896447-25-000006 filed by IMPACTfolio, 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 374,374 shares
    Change vs previous 13F -32,369 shares

    16.07% of the 13F portfolio, value $30,582,599.

    13F-HR 0001896447-25-000005 filed by IMPACTfolio, 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 406,743 shares
    Change vs previous 13F +18,766 shares

    16.07% of the 13F portfolio, value $30,969,400.

    13F-HR 0001896447-25-000001 filed by IMPACTfolio, 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 387,977 shares
    Change vs previous 13F not available

    16.86% of the 13F portfolio, value $32,656,035.

    13F-HR 0001896447-24-000008 filed by IMPACTfolio, LLC
    Filed (acceptance time not in the bulk data set), ingested

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