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REGATTA CAPITAL GROUP, LLC: ESGV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REGATTA CAPITAL GROUP, LLC on ESGV, newest first. How the timeline and the estimate are built.

REGATTA CAPITAL GROUP, LLC held 163,717 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,717 shares
    Change vs previous 13F +3,320 shares

    2.91% of the 13F portfolio, value $21,649,929.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, 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 160,397 shares
    Change vs previous 13F +8,332 shares

    2.73% of the 13F portfolio, value $18,007,826.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, 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 152,065 shares
    Change vs previous 13F +2,545 shares

    2.78% of the 13F portfolio, value $18,393,759.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, 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 149,520 shares
    Change vs previous 13F +2,113 shares

    2.8% of the 13F portfolio, value $17,709,108.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, 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 147,407 shares
    Change vs previous 13F +5,864 shares

    2.77% of the 13F portfolio, value $16,161,707.

    13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, 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 141,543 shares
    Change vs previous 13F +6,532 shares

    2.68% of the 13F portfolio, value $13,864,163.

    13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL GROUP, 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 135,011 shares
    Change vs previous 13F +4,303 shares

    2.75% of the 13F portfolio, value $14,161,339.

    13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL GROUP, 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 130,708 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $13,286,439.

    13F-HR 0001951757-24-001040 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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