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LifeGuide Financial Advisors, LLC: ESGV position timeline

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

LifeGuide Financial Advisors, LLC held 161,663 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,663 shares
    Change vs previous 13F +6,011 shares

    6.09% of the 13F portfolio, value $21,378,364.

    13F-HR 0001951757-26-000965 filed by LifeGuide Financial 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 155,652 shares
    Change vs previous 13F +7,841 shares

    5.59% of the 13F portfolio, value $17,475,067.

    13F-HR 0001951757-26-000552 filed by LifeGuide Financial 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 147,811 shares
    Change vs previous 13F +4,201 shares

    5.94% of the 13F portfolio, value $17,891,045.

    13F-HR 0001951757-26-000002 filed by LifeGuide Financial 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 143,610 shares
    Change vs previous 13F -76 shares

    5.79% of the 13F portfolio, value $15,720,936.

    13F-HR 0001951757-25-001177 filed by LifeGuide Financial 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 143,686 shares
    Change vs previous 13F -4,043 shares

    5.81% of the 13F portfolio, value $15,753,682.

    13F-HR 0001951757-25-000884 filed by LifeGuide Financial 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 147,729 shares
    Change vs previous 13F +2,295 shares

    5.9% of the 13F portfolio, value $14,470,094.

    13F-HR 0001951757-25-000314 filed by LifeGuide Financial 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 145,434 shares
    Change vs previous 13F +17,452 shares

    6.54% of the 13F portfolio, value $15,254,604.

    13F-HR 0001951757-25-000068 filed by LifeGuide Financial 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 127,982 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $13,009,337.

    13F-HR 0001951757-24-000982 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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