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Joel Adams & Associates, Inc.: ESGV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on ESGV, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 9,875 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,875 shares
    Change vs previous 13F -327 shares

    0.84% of the 13F portfolio, value $1,305,877.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 10,202 shares
    Change vs previous 13F +945 shares

    0.85% of the 13F portfolio, value $1,145,428.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 9,257 shares
    Change vs previous 13F +231 shares

    0.84% of the 13F portfolio, value $1,119,691.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 9,026 shares
    Change vs previous 13F +12 shares

    0.86% of the 13F portfolio, value $1,069,007.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    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 9,014 shares
    Change vs previous 13F +5,110 shares

    0.87% of the 13F portfolio, value $988,246.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    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 3,904 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $382,397.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    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 3,904 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $409,491.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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