Skip to content
Disclosery

Wealthspire Advisors, LLC: ESGD position timeline

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

Wealthspire Advisors, LLC held 105,989 ESGD 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 105,989 shares
    Change vs previous 13F +4,526 shares

    0.06% of the 13F portfolio, value $10,896,690.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 101,463 shares
    Change vs previous 13F -17,175 shares

    0.08% of the 13F portfolio, value $9,701,885.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 118,638 shares
    Change vs previous 13F +5,388 shares

    0.09% of the 13F portfolio, value $11,281,308.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 113,250 shares
    Change vs previous 13F -4,064 shares

    0.06% of the 13F portfolio, value $10,529,999.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 117,314 shares
    Change vs previous 13F -1,311 shares

    0.06% of the 13F portfolio, value $10,466,769.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 118,625 shares
    Change vs previous 13F -1,055 shares

    0.06% of the 13F portfolio, value $9,690,473.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 119,680 shares
    Change vs previous 13F -862 shares

    0.09% of the 13F portfolio, value $9,112,433.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 120,542 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,146,058.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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