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Disclosery

MA Private Wealth: ESGD position timeline

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

MA Private Wealth held 2,326 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,326 shares
    Change vs previous 13F -78 shares

    0.04% of the 13F portfolio, value $239,136.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 2,404 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $229,870.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 2,404 shares
    Change vs previous 13F -15 shares

    0.04% of the 13F portfolio, value $228,596.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 2,419 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $224,919.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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