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Litman Gregory Wealth Management LLC: ESGE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Litman Gregory Wealth Management LLC on ESGE, newest first. How the timeline and the estimate are built.

Litman Gregory Wealth Management LLC held 74,667 ESGE shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 74,667 shares
    Change vs previous 13F -3,664 shares

    0.24% of the 13F portfolio, value $3,298,042.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 78,331 shares
    Change vs previous 13F -7,498 shares

    0.25% of the 13F portfolio, value $3,401,131.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 85,829 shares
    Change vs previous 13F -2,184 shares

    0.26% of the 13F portfolio, value $3,361,921.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 88,013 shares
    Change vs previous 13F +4,056 shares

    0.26% of the 13F portfolio, value $3,076,053.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 83,957 shares
    Change vs previous 13F -8,089 shares

    0.24% of the 13F portfolio, value $2,803,323.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 92,046 shares
    Change vs previous 13F -10,453 shares

    0.28% of the 13F portfolio, value $3,351,394.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 102,499 shares
    Change vs previous 13F -47,355 shares

    0.3% of the 13F portfolio, value $3,436,790.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 149,854 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,829,793.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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