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Disclosery

NewEdge Wealth, LLC: ESGV position timeline

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

NewEdge Wealth, LLC held 19,723 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,723 shares
    Change vs previous 13F +103 shares

    0.03% of the 13F portfolio, value $2,608,170.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 19,620 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,202,737.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 19,620 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,373,235.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 19,620 shares
    Change vs previous 13F -414 shares

    0.03% of the 13F portfolio, value $2,364,602.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 20,034 shares
    Change vs previous 13F -2,470 shares

    0.04% of the 13F portfolio, value $2,246,412.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 22,504 shares
    Change vs previous 13F +2,277 shares

    0.04% of the 13F portfolio, value $2,204,267.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 20,227 shares
    Change vs previous 13F +275 shares

    0.04% of the 13F portfolio, value $2,121,610.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 19,952 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,028,121.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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