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Disclosery

Verde Capital Management: ESGV position timeline

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

Verde Capital Management held 268,931 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,931 shares
    Change vs previous 13F -338,213 shares

    6.58% of the 13F portfolio, value $35,563,473.

    13F-HR 0001802891-26-000003 filed by Verde Capital Management
    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 607,144 shares
    Change vs previous 13F -1,265 shares

    14.58% of the 13F portfolio, value $68,164,093.

    13F-HR 0001802891-26-000002 filed by Verde Capital Management
    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 608,409 shares
    Change vs previous 13F -1,527 shares

    15.69% of the 13F portfolio, value $73,593,208.

    13F-HR 0002085853-26-000212 filed by Verde Capital Management
    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 609,936 shares
    Change vs previous 13F +29,252 shares

    16.01% of the 13F portfolio, value $72,240,841.

    13F-HR 0002085853-25-000259 filed by Verde Capital Management
    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 580,684 shares
    Change vs previous 13F +21,785 shares

    15.71% of the 13F portfolio, value $63,666,179.

    13F-HR 0001667731-25-000743 filed by Verde Capital Management
    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 558,899 shares
    Change vs previous 13F -3,673 shares

    15.57% of the 13F portfolio, value $54,744,145.

    13F-HR 0001667731-25-000385 filed by Verde Capital Management
    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 562,572 shares
    Change vs previous 13F +12,748 shares

    16.65% of the 13F portfolio, value $59,008,209.

    13F-HR 0001667731-25-000053 filed by Verde Capital Management
    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 549,824 shares
    Change vs previous 13F not available

    16.76% of the 13F portfolio, value $55,889,592.

    13F-HR 0001802891-24-000007 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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