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Steward Partners Investment Advisory, LLC: ESGE position timeline

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

Steward Partners Investment Advisory, LLC held 127,903 ESGE 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 127,903 shares
    Change vs previous 13F +657 shares

    0.04% of the 13F portfolio, value $6,995,000.

    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 127,246 shares
    Change vs previous 13F +10,748 shares

    0.03% of the 13F portfolio, value $5,785,885.

    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 116,498 shares
    Change vs previous 13F +10,846 shares

    0.03% of the 13F portfolio, value $5,145,726.

    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 105,652 shares
    Change vs previous 13F +16,918 shares

    0.03% of the 13F portfolio, value $4,587,430.

    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 88,734 shares
    Change vs previous 13F +12,205 shares

    0.03% of the 13F portfolio, value $3,475,695.

    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 76,529 shares
    Change vs previous 13F -7,284 shares

    0.02% of the 13F portfolio, value $2,674,675.

    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 83,813 shares
    Change vs previous 13F +7,321 shares

    0.02% of the 13F portfolio, value $2,798,509.

    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 76,492 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,785,061.

    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).