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NewEdge Advisors, LLC: ESGU position timeline

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

NewEdge Advisors, LLC held 127,139 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,139 shares
    Change vs previous 13F +22,684 shares

    0.06% of the 13F portfolio, value $20,808,742.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 104,455 shares
    Change vs previous 13F -12,521 shares

    0.05% of the 13F portfolio, value $14,772,058.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 116,976 shares
    Change vs previous 13F -6,296 shares

    0.06% of the 13F portfolio, value $17,427,060.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 123,272 shares
    Change vs previous 13F +906 shares

    0.08% of the 13F portfolio, value $17,948,488.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 122,366 shares
    Change vs previous 13F +2,638 shares

    0.09% of the 13F portfolio, value $16,556,118.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 119,728 shares
    Change vs previous 13F -33,046 shares

    0.09% of the 13F portfolio, value $14,596,095.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 152,774 shares
    Change vs previous 13F +38,476 shares

    0.12% of the 13F portfolio, value $19,680,315.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 114,298 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $14,422,137.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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