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IMPACTfolio, LLC: ESGV position timeline

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

IMPACTfolio, LLC held 499,439 ESGV 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 499,439 shares
    Change vs previous 13F -290 shares

    24.87% of the 13F portfolio, value $66,045,789.

    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 499,729 shares
    Change vs previous 13F -10,956 shares

    23.84% of the 13F portfolio, value $56,104,583.

    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 510,685 shares
    Change vs previous 13F +9,639 shares

    25.94% of the 13F portfolio, value $61,772,408.

    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 501,046 shares
    Change vs previous 13F +5,444 shares

    25.6% of the 13F portfolio, value $59,343,855.

    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 495,602 shares
    Change vs previous 13F +26,888 shares

    25.76% of the 13F portfolio, value $54,337,821.

    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 468,714 shares
    Change vs previous 13F +13,127 shares

    24.13% of the 13F portfolio, value $45,910,543.

    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 455,587 shares
    Change vs previous 13F -1,839 shares

    24.8% of the 13F portfolio, value $47,786,489.

    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 457,426 shares
    Change vs previous 13F not available

    24% of the 13F portfolio, value $46,497,384.

    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).