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Monterey Private Wealth, Inc.: ESGV position timeline

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

Monterey Private Wealth, Inc. held 44,479 ESGV shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 44,479 shares
    Change vs previous 13F -457 shares

    1.28% of the 13F portfolio, value $4,356,722.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 44,936 shares
    Change vs previous 13F +124 shares

    1.55% of the 13F portfolio, value $4,713,318.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 44,812 shares
    Change vs previous 13F +1,046 shares

    1.55% of the 13F portfolio, value $4,555,097.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 43,766 shares
    Change vs previous 13F -228 shares

    1.58% of the 13F portfolio, value $4,228,635.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 43,994 shares
    Change vs previous 13F -170 shares

    1.65% of the 13F portfolio, value $4,099,760.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 44,164 shares
    Change vs previous 13F +6,895 shares

    1.7% of the 13F portfolio, value $3,756,612.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 37,269 shares
    Change vs previous 13F +1,208 shares

    1.41% of the 13F portfolio, value $2,803,367.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 36,061 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,825,415.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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