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Ipsen Advisor Group LLC: ESGU position timeline

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

Ipsen Advisor Group LLC held 11,556 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,556 shares
    Change vs previous 13F +27 shares

    1.22% of the 13F portfolio, value $1,891,435.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group 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 11,529 shares
    Change vs previous 13F -220 shares

    1.14% of the 13F portfolio, value $1,630,460.

    13F-HR 0001964922-26-000002 filed by Ipsen Advisor Group 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 11,749 shares
    Change vs previous 13F -1,784 shares

    1.24% of the 13F portfolio, value $1,750,369.

    13F-HR 0001964922-26-000001 filed by Ipsen Advisor Group 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 13,533 shares
    Change vs previous 13F -362 shares

    1.42% of the 13F portfolio, value $1,970,451.

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor Group 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 13,895 shares
    Change vs previous 13F -139 shares

    1.43% of the 13F portfolio, value $1,880,021.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor Group 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 14,034 shares
    Change vs previous 13F -494 shares

    1.47% of the 13F portfolio, value $1,710,909.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor Group 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 14,528 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,871,504.

    13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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