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O'Brien Wealth Partners LLC: ESGE position timeline

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

O'Brien Wealth Partners LLC held 151,187 ESGE shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 151,187 shares
    Change vs previous 13F -1,054 shares

    0.88% of the 13F portfolio, value $6,677,930.

    13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 152,241 shares
    Change vs previous 13F -3,435 shares

    0.9% of the 13F portfolio, value $6,610,304.

    13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 155,676 shares
    Change vs previous 13F +148,548 shares

    0.96% of the 13F portfolio, value $6,097,829.

    13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,128 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $249,124.

    13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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