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Level Financial Advisors: ESGD position timeline

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

Level Financial Advisors held 7,651 ESGD 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 7,651 shares
    Change vs previous 13F -192 shares

    0.18% of the 13F portfolio, value $786,599.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 7,843 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $749,948.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 7,843 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $745,791.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 7,843 shares
    Change vs previous 13F -1,224 shares

    0.21% of the 13F portfolio, value $729,242.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 9,067 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $808,958.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 9,067 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $740,683.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 9,067 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $690,392.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 9,067 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $763,202.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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