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LPL Financial LLC: ESGV position timeline

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

LPL Financial LLC held 273,953 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,953 shares
    Change vs previous 13F +13,437 shares

    0.01% of the 13F portfolio, value $36,227,559.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 260,516 shares
    Change vs previous 13F +2,600 shares

    0.01% of the 13F portfolio, value $29,248,117.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 257,916 shares
    Change vs previous 13F +6,498 shares

    0.01% of the 13F portfolio, value $31,197,459.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 251,418 shares
    Change vs previous 13F +9,350 shares

    0.01% of the 13F portfolio, value $29,777,984.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 242,068 shares
    Change vs previous 13F +7,791 shares

    0.01% of the 13F portfolio, value $26,540,322.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 234,277 shares
    Change vs previous 13F +3,128 shares

    0.01% of the 13F portfolio, value $22,947,399.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 231,149 shares
    Change vs previous 13F +12,671 shares

    0.01% of the 13F portfolio, value $24,245,171.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 218,478 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,208,281.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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