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McClarren Financial Advisors, Inc.: ESGU position timeline

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

McClarren Financial Advisors, Inc. held 8,481 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,481 shares
    Change vs previous 13F +1,460 shares

    0.72% of the 13F portfolio, value $1,388,082.

    13F-HR 0001214659-26-008656 filed by McClarren Financial Advisors, Inc.
    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 7,021 shares
    Change vs previous 13F +3,342 shares

    0.59% of the 13F portfolio, value $992,871.

    13F-HR 0001214659-26-004716 filed by McClarren Financial Advisors, Inc.
    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 3,679 shares
    Change vs previous 13F -1,118 shares

    0.62% of the 13F portfolio, value $1,043,751.

    13F-HR 0001214659-26-000385 filed by McClarren Financial Advisors, Inc.
    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 4,797 shares
    Change vs previous 13F -2,428 shares

    0.62% of the 13F portfolio, value $1,017,548.

    13F-HR 0001214659-25-014963 filed by McClarren Financial Advisors, Inc.
    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 7,225 shares
    Change vs previous 13F +2,258 shares

    0.64% of the 13F portfolio, value $977,600.

    13F-HR 0001214659-25-011634 filed by McClarren Financial Advisors, Inc.
    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 4,967 shares
    Change vs previous 13F -2,216 shares

    0.58% of the 13F portfolio, value $877,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, Inc.
    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 7,183 shares
    Change vs previous 13F +3,279 shares

    2.6% of the 13F portfolio, value $925,000.

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    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 3,904 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,040,000.

    13F-HR 0001792704-24-000021 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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