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PENOBSCOT WEALTH MANAGEMENT: ESGV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENOBSCOT WEALTH MANAGEMENT on ESGV, newest first. How the timeline and the estimate are built.

PENOBSCOT WEALTH MANAGEMENT held 14,121 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,121 shares
    Change vs previous 13F +4,028 shares

    0.5% of the 13F portfolio, value $1,867,316.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 10,093 shares
    Change vs previous 13F +1,447 shares

    0.33% of the 13F portfolio, value $1,133,137.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 8,646 shares
    Change vs previous 13F +276 shares

    0.32% of the 13F portfolio, value $1,045,850.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 8,370 shares
    Change vs previous 13F -30 shares

    0.32% of the 13F portfolio, value $991,300.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 8,400 shares
    Change vs previous 13F +72 shares

    0.33% of the 13F portfolio, value $920,980.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 8,328 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $815,728.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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