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Ridgeline Wealth, LLC: ESGU position timeline

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

Ridgeline Wealth, LLC held 18,213 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,213 shares
    Change vs previous 13F -153 shares

    1.74% of the 13F portfolio, value $2,980,914.

    13F-HR 0001934226-26-000003 filed by Ridgeline Wealth, 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 18,366 shares
    Change vs previous 13F -7,419 shares

    1.86% of the 13F portfolio, value $2,597,313.

    13F-HR 0001934226-26-000002 filed by Ridgeline Wealth, 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 25,785 shares
    Change vs previous 13F -14 shares

    2.66% of the 13F portfolio, value $3,841,473.

    13F-HR 0001934226-26-000001 filed by Ridgeline Wealth, 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 25,799 shares
    Change vs previous 13F -125 shares

    2.77% of the 13F portfolio, value $3,756,358.

    13F-HR 0001934226-25-000008 filed by Ridgeline Wealth, 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 25,924 shares
    Change vs previous 13F -122 shares

    2.86% of the 13F portfolio, value $3,507,539.

    13F-HR 0001934226-25-000005 filed by Ridgeline Wealth, 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 26,046 shares
    Change vs previous 13F -371 shares

    2.7% of the 13F portfolio, value $3,175,229.

    13F-HR 0001934226-25-000003 filed by Ridgeline Wealth, 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 26,417 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $3,402,986.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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