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Disclosery

MA Private Wealth: ESGU position timeline

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

MA Private Wealth held 23,078 ESGU 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 23,078 shares
    Change vs previous 13F -24 shares

    0.56% of the 13F portfolio, value $3,777,176.

    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 23,102 shares
    Change vs previous 13F -97 shares

    0.55% of the 13F portfolio, value $3,267,085.

    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 23,199 shares
    Change vs previous 13F -1,025 shares

    0.58% of the 13F portfolio, value $3,456,187.

    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 24,224 shares
    Change vs previous 13F -869 shares

    0.59% of the 13F portfolio, value $3,527,014.

    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).

  5. period ended2025-06-30
    13F 25,093 shares
    Change vs previous 13F -4,276 shares

    0.61% of the 13F portfolio, value $3,395,083.

    13F-HR 0001765380-25-000263 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).

  6. period ended2025-03-31
    13F 29,369 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $3,580,375.

    13F-HR 0001765380-25-000158 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).

  7. period ended2024-12-31
    13F 29,369 shares
    Change vs previous 13F -795 shares

    0.71% of the 13F portfolio, value $3,783,315.

    13F-HR 0001765380-25-000012 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).

  8. period ended2024-09-30
    13F 30,164 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,806,094.

    13F-HR 0001765380-24-000399 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).