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Disclosery

Shira Ridge Wealth Management: ESGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shira Ridge Wealth Management on ESGD, newest first. How the timeline and the estimate are built.

Shira Ridge Wealth Management held 137,458 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 137,458 shares
    Change vs previous 13F +2,370 shares

    4.92% of the 13F portfolio, value $14,165,041.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 135,088 shares
    Change vs previous 13F -1,242 shares

    4.85% of the 13F portfolio, value $13,888,372.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    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 136,330 shares
    Change vs previous 13F -247 shares

    5.16% of the 13F portfolio, value $13,035,860.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    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 136,577 shares
    Change vs previous 13F +6,247 shares

    5.22% of the 13F portfolio, value $12,987,093.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    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 130,330 shares
    Change vs previous 13F +1,816 shares

    5.14% of the 13F portfolio, value $12,118,056.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    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 128,514 shares
    Change vs previous 13F +645 shares

    5.24% of the 13F portfolio, value $11,466,005.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    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 127,869 shares
    Change vs previous 13F +10,851 shares

    5.21% of the 13F portfolio, value $10,445,634.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    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 117,018 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $8,909,765.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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