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North Berkeley Wealth Management, LLC: ESGE position timeline

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

North Berkeley Wealth Management, LLC held 77,840 ESGE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,840 shares
    Change vs previous 13F +23,795 shares

    1.72% of the 13F portfolio, value $4,257,070.

    13F-HR 0001172661-26-002865 filed by North Berkeley Wealth Management, 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 54,045 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,457,427.

    13F-HR 0001172661-26-002248 filed by North Berkeley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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