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Shotwell Rutter Baer Inc: ESGU position timeline

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

Shotwell Rutter Baer Inc held 5,308 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,308 shares
    Change vs previous 13F -79 shares

    0.48% of the 13F portfolio, value $868,760.

    13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer 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 5,387 shares
    Change vs previous 13F -10 shares

    0.45% of the 13F portfolio, value $761,830.

    13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer 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 5,397 shares
    Change vs previous 13F -68 shares

    0.49% of the 13F portfolio, value $812,626.

    13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer 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 5,465 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $804,393.

    13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer 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 5,465 shares
    Change vs previous 13F -137 shares

    0.51% of the 13F portfolio, value $746,410.

    13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer 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 5,602 shares
    Change vs previous 13F -556 shares

    0.54% of the 13F portfolio, value $617,508.

    13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer 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 6,158 shares
    Change vs previous 13F -346 shares

    0.66% of the 13F portfolio, value $786,315.

    13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer 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 6,504 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $818,854.

    13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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