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Disclosery

Olde Wealth Management, LLC: ESGD position timeline

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

Olde Wealth Management, LLC held 434,001 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 434,001 shares
    Change vs previous 13F +10,788 shares

    12.65% of the 13F portfolio, value $44,619,000.

    13F-HR 0001840760-26-000003 filed by Olde 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 423,213 shares
    Change vs previous 13F +13,562 shares

    12.81% of the 13F portfolio, value $40,467,000.

    13F-HR 0001840760-26-000002 filed by Olde Wealth Management, 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 409,651 shares
    Change vs previous 13F +8,387 shares

    11.98% of the 13F portfolio, value $38,953,000.

    13F-HR 0001840760-26-000001 filed by Olde Wealth Management, 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 401,264 shares
    Change vs previous 13F +37,045 shares

    11.75% of the 13F portfolio, value $38,059,000.

    13F-HR 0001840760-25-000005 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 364,219 shares
    Change vs previous 13F +17,331 shares

    10.5% of the 13F portfolio, value $29,753,000.

    13F-HR 0001840760-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 346,888 shares
    Change vs previous 13F +17,846 shares

    9.44% of the 13F portfolio, value $26,412,000.

    13F-HR 0001898296-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 329,042 shares
    Change vs previous 13F not available

    9.93% of the 13F portfolio, value $27,695,000.

    13F-HR 0001898131-24-000003 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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