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IMPACTfolio, LLC: ESGU position timeline

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

IMPACTfolio, LLC held 259,848 ESGU 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 259,848 shares
    Change vs previous 13F -1,605 shares

    16.02% of the 13F portfolio, value $42,529,270.

    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 261,453 shares
    Change vs previous 13F -27,752 shares

    15.71% of the 13F portfolio, value $36,974,623.

    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 289,205 shares
    Change vs previous 13F -2,344 shares

    18.09% of the 13F portfolio, value $43,085,757.

    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 291,549 shares
    Change vs previous 13F +13,136 shares

    18.31% of the 13F portfolio, value $42,449,524.

    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 278,413 shares
    Change vs previous 13F +4,490 shares

    17.86% of the 13F portfolio, value $37,669,336.

    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 273,923 shares
    Change vs previous 13F -720 shares

    17.55% of the 13F portfolio, value $33,393,950.

    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 274,643 shares
    Change vs previous 13F -2,518 shares

    18.36% of the 13F portfolio, value $35,379,554.

    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 277,161 shares
    Change vs previous 13F not available

    18.05% of the 13F portfolio, value $34,972,204.

    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).