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Prudent Man Advisors, LLC: ESGU position timeline

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

Prudent Man Advisors, LLC held 58,312 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,312 shares
    Change vs previous 13F -6,458 shares

    2.18% of the 13F portfolio, value $9,543,925.

    13F-HR 0001817174-26-000003 filed by Prudent Man Advisors, 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 64,770 shares
    Change vs previous 13F -6,149 shares

    2.74% of the 13F portfolio, value $9,159,773.

    13F-HR 0001817174-26-000002 filed by Prudent Man Advisors, 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 70,919 shares
    Change vs previous 13F -2,871 shares

    3.85% of the 13F portfolio, value $10,565,513.

    13F-HR 0001817174-26-000001 filed by Prudent Man Advisors, 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 73,790 shares
    Change vs previous 13F +1,269 shares

    3.96% of the 13F portfolio, value $10,743,824.

    13F-HR 0001817174-25-000005 filed by Prudent Man Advisors, 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 72,521 shares
    Change vs previous 13F +1,267 shares

    3.12% of the 13F portfolio, value $9,812,091.

    13F-HR 0001817174-25-000003 filed by Prudent Man Advisors, 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 71,254 shares
    Change vs previous 13F -20,453 shares

    3.15% of the 13F portfolio, value $8,686,575.

    13F-HR 0001817174-25-000002 filed by Prudent Man Advisors, 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 91,707 shares
    Change vs previous 13F -8,715 shares

    4.29% of the 13F portfolio, value $11,813,696.

    13F-HR 0001817174-25-000001 filed by Prudent Man Advisors, 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 100,422 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $12,671,248.

    13F-HR 0001817174-24-000004 filed by Prudent Man Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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