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LIBERTY WEALTH MANAGEMENT LLC: ESGV position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 2,498 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 2,498 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $280,404.

    13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT 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 2,498 shares
    Change vs previous 13F +62 shares

    0.04% of the 13F portfolio, value $280,404.

    13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT 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 2,436 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $294,678.

    13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT 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 2,430 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $287,840.

    13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT 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 2,424 shares
    Change vs previous 13F +262 shares

    0.04% of the 13F portfolio, value $265,820.

    13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT 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/A 2,162 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $211,729.

    13F-HR/A 0001769302-25-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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