Skip to content
Disclosery

Wealth Group Ltd: ESGV position timeline

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

Wealth Group Ltd held 24,917 ESGV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,917 shares
    Change vs previous 13F -341 shares

    0.63% of the 13F portfolio, value $3,407,391.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,258 shares
    Change vs previous 13F +139 shares

    0.64% of the 13F portfolio, value $3,340,162.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,119 shares
    Change vs previous 13F +973 shares

    0.64% of the 13F portfolio, value $2,820,098.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 24,146 shares
    Change vs previous 13F +186 shares

    0.65% of the 13F portfolio, value $2,920,718.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,960 shares
    Change vs previous 13F -2,071 shares

    0.66% of the 13F portfolio, value $2,837,764.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,031 shares
    Change vs previous 13F -2,148 shares

    0.73% of the 13F portfolio, value $2,854,045.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 28,179 shares
    Change vs previous 13F +8 shares

    0.81% of the 13F portfolio, value $2,760,090.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,171 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,954,851.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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