PALO ALTO WEALTH ADVISORS, LLC: ESGU position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 1,616 ESGU shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

period ended2025-09-30
13F 1,616 shares
Change vs previous 13F +4 shares
0.07% of the 13F portfolio, value $241,844.
13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,612 shares
Change vs previous 13F +4 shares
0.08% of the 13F portfolio, value $218,116.
13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,608 shares
Change vs previous 13F +4 shares
0.08% of the 13F portfolio, value $206,498.
13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,604 shares
Change vs previous 13F +5 shares
0.07% of the 13F portfolio, value $206,605.
13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,599 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $204,789.
13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).