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RTD Financial Advisors, Inc.: ESGE position timeline

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

RTD Financial Advisors, Inc. held 23,924 ESGE 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 23,924 shares
    Change vs previous 13F -671 shares

    0.14% of the 13F portfolio, value $1,295,704.

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

  2. period ended2026-06-30
    13F 24,595 shares
    Change vs previous 13F -305 shares

    0.15% of the 13F portfolio, value $1,345,081.

    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 24,900 shares
    Change vs previous 13F +157 shares

    0.14% of the 13F portfolio, value $1,132,225.

    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 24,743 shares
    Change vs previous 13F -416 shares

    0.13% of the 13F portfolio, value $1,092,890.

    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 25,159 shares
    Change vs previous 13F -593 shares

    0.13% of the 13F portfolio, value $1,092,409.

    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 25,752 shares
    Change vs previous 13F -522 shares

    0.13% of the 13F portfolio, value $1,008,711.

    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 26,274 shares
    Change vs previous 13F +219 shares

    0.12% of the 13F portfolio, value $918,293.

    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 26,055 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $869,967.

    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).