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Scott Capital Advisors, LLC: ESGU position timeline

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

Scott Capital Advisors, LLC held 9,336 ESGU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,336 shares
    Change vs previous 13F -1,271 shares

    0.23% of the 13F portfolio, value $1,587,793.

    13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,607 shares
    Change vs previous 13F +113 shares

    0.27% of the 13F portfolio, value $1,735,989.

    13F-HR 0001905673-26-000003 filed by Scott Capital Advisors, LLC
    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 10,494 shares
    Change vs previous 13F +22 shares

    0.31% of the 13F portfolio, value $1,547,643.

    13F-HR 0001905673-26-000002 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,472 shares
    Change vs previous 13F +26 shares

    0.35% of the 13F portfolio, value $1,560,134.

    13F-HR 0001905673-26-000001 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,446 shares
    Change vs previous 13F +21 shares

    0.35% of the 13F portfolio, value $1,537,583.

    13F-HR 0001905673-25-000003 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,425 shares
    Change vs previous 13F +1,071 shares

    0.39% of the 13F portfolio, value $1,421,356.

    13F-HR 0001085146-25-003768 filed by Scott Capital Advisors, LLC
    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 9,354 shares
    Change vs previous 13F -7,737 shares

    0.34% of the 13F portfolio, value $1,140,402.

    13F-HR 0001085146-25-002138 filed by Scott Capital Advisors, LLC
    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 17,091 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,186,685.

    13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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