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IMPACTfolio, LLC: ESGE position timeline

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

IMPACTfolio, LLC held 498,176 ESGE 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 498,176 shares
    Change vs previous 13F +12,547 shares

    10.26% of the 13F portfolio, value $27,245,261.

    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 485,629 shares
    Change vs previous 13F +37,185 shares

    9.38% of the 13F portfolio, value $22,081,529.

    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 448,444 shares
    Change vs previous 13F -36,019 shares

    8.32% of the 13F portfolio, value $19,807,750.

    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 484,463 shares
    Change vs previous 13F +66,209 shares

    9.07% of the 13F portfolio, value $21,035,373.

    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 418,254 shares
    Change vs previous 13F +4,268 shares

    7.77% of the 13F portfolio, value $16,383,000.

    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 413,986 shares
    Change vs previous 13F +102,948 shares

    7.6% of the 13F portfolio, value $14,468,802.

    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 311,038 shares
    Change vs previous 13F +2,791 shares

    5.39% of the 13F portfolio, value $10,385,548.

    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 308,247 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $11,223,275.

    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).