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Disclosery

Towerpoint Wealth, LLC: ESGV position timeline

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

Towerpoint Wealth, LLC held 12,586 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,586 shares
    Change vs previous 13F +43 shares

    0.58% of the 13F portfolio, value $1,664,410.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 12,543 shares
    Change vs previous 13F -59 shares

    0.57% of the 13F portfolio, value $1,408,147.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 12,602 shares
    Change vs previous 13F +6,221 shares

    0.6% of the 13F portfolio, value $1,524,282.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 6,381 shares
    Change vs previous 13F +742 shares

    0.31% of the 13F portfolio, value $755,717.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 5,639 shares
    Change vs previous 13F +122 shares

    0.27% of the 13F portfolio, value $618,264.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 5,517 shares
    Change vs previous 13F +2,378 shares

    0.27% of the 13F portfolio, value $540,385.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 3,139 shares
    Change vs previous 13F +760 shares

    0.16% of the 13F portfolio, value $329,291.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 2,379 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $241,831.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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