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Disclosery

ONE Advisory Partners, LLC: ESGU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ONE Advisory Partners, LLC on ESGU, newest first. How the timeline and the estimate are built.

ONE Advisory Partners, LLC held 16,475 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,475 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,696,463.

    13F-HR 0001819695-26-000009 filed by ONE Advisory 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 ended2026-03-31
    13F 16,475 shares
    Change vs previous 13F -644 shares

    0.72% of the 13F portfolio, value $2,329,895.

    13F-HR 0001819695-26-000005 filed by ONE Advisory 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 ended2025-12-31
    13F 17,119 shares
    Change vs previous 13F -215 shares

    0.77% of the 13F portfolio, value $2,550,438.

    13F-HR 0001819695-26-000002 filed by ONE Advisory 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 ended2025-09-30
    13F 17,334 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $2,511,995.

    13F-HR 0001819695-25-000005 filed by ONE Advisory Partners, 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 17,334 shares
    Change vs previous 13F -88 shares

    0.8% of the 13F portfolio, value $2,398,979.

    13F-HR 0001085146-25-004169 filed by ONE Advisory Partners, 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 17,422 shares
    Change vs previous 13F -7,584 shares

    0.91% of the 13F portfolio, value $2,123,875.

    13F-HR 0001085146-25-002074 filed by ONE Advisory Partners, 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 25,006 shares
    Change vs previous 13F -146 shares

    1.43% of the 13F portfolio, value $3,221,230.

    13F-HR 0001085146-25-000340 filed by ONE Advisory Partners, 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 25,152 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,173,637.

    13F-HR 0001085146-24-004977 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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