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Steward Partners Investment Advisory, LLC: ESGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on ESGD, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 195,241 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,241 shares
    Change vs previous 13F -8,762 shares

    0.1% of the 13F portfolio, value $20,072,701.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    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 204,003 shares
    Change vs previous 13F +10,723 shares

    0.1% of the 13F portfolio, value $19,506,748.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    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 193,280 shares
    Change vs previous 13F +6,746 shares

    0.1% of the 13F portfolio, value $18,378,975.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 186,534 shares
    Change vs previous 13F +14,368 shares

    0.1% of the 13F portfolio, value $17,343,908.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 172,166 shares
    Change vs previous 13F +40,060 shares

    0.12% of the 13F portfolio, value $15,360,638.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 132,106 shares
    Change vs previous 13F -3,696 shares

    0.1% of the 13F portfolio, value $10,791,721.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    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 135,802 shares
    Change vs previous 13F -2,969 shares

    0.09% of the 13F portfolio, value $10,339,960.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 138,771 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,680,379.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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