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Disclosery

RTD Financial Advisors, Inc.: ESGU position timeline

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

RTD Financial Advisors, Inc. held 10,869 ESGU 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 10,869 shares
    Change vs previous 13F +269 shares

    0.2% of the 13F portfolio, value $1,813,023.

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

  2. period ended2026-06-30
    13F 10,600 shares
    Change vs previous 13F +57 shares

    0.19% of the 13F portfolio, value $1,734,843.

    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 10,543 shares
    Change vs previous 13F +693 shares

    0.18% of the 13F portfolio, value $1,491,028.

    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 9,850 shares
    Change vs previous 13F -25 shares

    0.18% of the 13F portfolio, value $1,467,445.

    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 9,875 shares
    Change vs previous 13F -1,165 shares

    0.17% of the 13F portfolio, value $1,437,768.

    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 11,040 shares
    Change vs previous 13F -1,045 shares

    0.19% of the 13F portfolio, value $1,493,665.

    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 12,085 shares
    Change vs previous 13F +51 shares

    0.2% of the 13F portfolio, value $1,473,252.

    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 12,034 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,550,180.

    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).