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RTD Financial Advisors, Inc.: ESGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RTD Financial Advisors, Inc. on ESGD, newest first. How the timeline and the estimate are built.

RTD Financial Advisors, Inc. held 27,789 ESGD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,789 shares
    Change vs previous 13F -162 shares

    0.31% of the 13F portfolio, value $2,863,657.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,951 shares
    Change vs previous 13F +122 shares

    0.31% of the 13F portfolio, value $2,873,642.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,829 shares
    Change vs previous 13F +928 shares

    0.33% of the 13F portfolio, value $2,661,007.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,901 shares
    Change vs previous 13F -1,012 shares

    0.31% of the 13F portfolio, value $2,558,014.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 27,913 shares
    Change vs previous 13F -572 shares

    0.31% of the 13F portfolio, value $2,595,309.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 28,485 shares
    Change vs previous 13F -2,081 shares

    0.33% of the 13F portfolio, value $2,541,392.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,566 shares
    Change vs previous 13F +260 shares

    0.34% of the 13F portfolio, value $2,496,916.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,306 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,307,480.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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