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NewEdge Advisors, LLC: ESGV position timeline

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

NewEdge Advisors, LLC held 25,537 ESGV 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 25,537 shares
    Change vs previous 13F +543 shares

    0.01% of the 13F portfolio, value $3,376,984.

    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 24,994 shares
    Change vs previous 13F -6,262 shares

    0.01% of the 13F portfolio, value $2,806,073.

    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 31,256 shares
    Change vs previous 13F +5,423 shares

    0.01% of the 13F portfolio, value $3,780,728.

    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 25,833 shares
    Change vs previous 13F +19,619 shares

    0.01% of the 13F portfolio, value $3,059,628.

    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 6,214 shares
    Change vs previous 13F -191 shares

    <0.01% of the 13F portfolio, value $681,310.

    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 6,405 shares
    Change vs previous 13F -21,590 shares

    <0.01% of the 13F portfolio, value $627,388.

    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 27,995 shares
    Change vs previous 13F +5,261 shares

    0.02% of the 13F portfolio, value $2,936,345.

    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 22,734 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,310,924.

    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).