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Disclosery

Spectrum Wealth Counsel, LLC: ESGU position timeline

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

Spectrum Wealth Counsel, LLC held 2,090 ESGU shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,090 shares
    Change vs previous 13F -19,505 shares

    0.03% of the 13F portfolio, value $254,792.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 21,595 shares
    Change vs previous 13F -21,195 shares

    0.33% of the 13F portfolio, value $2,781,868.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 42,790 shares
    Change vs previous 13F -43,920 shares

    0.64% of the 13F portfolio, value $5,399,243.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 86,710 shares
    Change vs previous 13F -6,294 shares

    1.31% of the 13F portfolio, value $10,346,238.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 93,004 shares
    Change vs previous 13F +1,263 shares

    1.31% of the 13F portfolio, value $10,691,740.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 91,741 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $9,625,466.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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