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Klaas Financial Asset Advisors, LLC: ESGU position timeline

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

Klaas Financial Asset Advisors, LLC held 61,121 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,121 shares
    Change vs previous 13F -497 shares

    1.25% of the 13F portfolio, value $10,003,674.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset Advisors, 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 61,618 shares
    Change vs previous 13F +434 shares

    1.2% of the 13F portfolio, value $8,714,018.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset Advisors, 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 61,184 shares
    Change vs previous 13F -4,579 shares

    1.32% of the 13F portfolio, value $9,115,192.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset Advisors, 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 65,763 shares
    Change vs previous 13F +1,528 shares

    1.44% of the 13F portfolio, value $9,575,093.

    13F-HR 0001819279-25-000006 filed by Klaas Financial Asset Advisors, 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 64,235 shares
    Change vs previous 13F +5,533 shares

    1.38% of the 13F portfolio, value $8,690,996.

    13F-HR 0002051355-25-000005 filed by Klaas Financial Asset Advisors, 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 58,702 shares
    Change vs previous 13F -508 shares

    1.23% of the 13F portfolio, value $7,156,361.

    13F-HR 0001819279-25-000003 filed by Klaas Financial Asset Advisors, 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 59,210 shares
    Change vs previous 13F +2,165 shares

    1.34% of the 13F portfolio, value $7,627,432.

    13F-HR 0001819279-25-000001 filed by Klaas Financial Asset Advisors, 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 57,045 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $7,197,938.

    13F-HR 0001819279-24-000006 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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