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Disclosery

Newton One Investments LLC: ESGV position timeline

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

Newton One Investments LLC held 633 ESGV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 633 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $85,757.

    13F-HR 0001842787-26-000007 filed by Newton One Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 678 shares
    Change vs previous 13F +158 shares

    0.02% of the 13F portfolio, value $89,697.

    13F-HR 0001842787-26-000005 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 520 shares
    Change vs previous 13F -98 shares

    0.02% of the 13F portfolio, value $58,363.

    13F-HR 0001842787-26-000003 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 618 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $74,812.

    13F-HR 0001842787-26-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 617 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $73,076.

    13F-HR 0001842787-25-000009 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 617 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $67,595.

    13F-HR 0001842787-25-000007 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 615 shares
    Change vs previous 13F -298 shares

    0.02% of the 13F portfolio, value $60,243.

    13F-HR 0001842787-25-000006 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 913 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $95,809.

    13F-HR 0001842787-25-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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