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Savvy Advisors, Inc.: ESGU position timeline

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

Savvy Advisors, Inc. held 7,709 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,709 shares
    Change vs previous 13F -7,291 shares

    0.03% of the 13F portfolio, value $1,261,813.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 15,000 shares
    Change vs previous 13F +11,147 shares

    0.03% of the 13F portfolio, value $1,169,581.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 3,853 shares
    Change vs previous 13F -819 shares

    0.02% of the 13F portfolio, value $574,082.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 4,672 shares
    Change vs previous 13F +1,069 shares

    0.03% of the 13F portfolio, value $680,265.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 3,603 shares
    Change vs previous 13F -1,468 shares

    0.03% of the 13F portfolio, value $487,486.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 5,071 shares
    Change vs previous 13F +1,695 shares

    0.06% of the 13F portfolio, value $618,206.

    13F-HR 0002003633-25-000004 filed by Savvy 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 ended2024-12-31
    13F 3,376 shares
    Change vs previous 13F -3,422 shares

    0.05% of the 13F portfolio, value $434,896.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 6,798 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $857,772.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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