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Wealthspire Advisors, LLC: ESGE position timeline

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

Wealthspire Advisors, LLC held 101,665 ESGE 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 101,665 shares
    Change vs previous 13F -9,394 shares

    0.03% of the 13F portfolio, value $5,560,069.

    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 111,059 shares
    Change vs previous 13F -2,602 shares

    0.04% of the 13F portfolio, value $5,049,834.

    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 113,661 shares
    Change vs previous 13F -6,830 shares

    0.04% of the 13F portfolio, value $5,020,413.

    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 120,491 shares
    Change vs previous 13F -1,659 shares

    0.03% of the 13F portfolio, value $5,231,722.

    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 122,150 shares
    Change vs previous 13F -345,388 shares

    0.03% of the 13F portfolio, value $4,784,618.

    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 467,538 shares
    Change vs previous 13F +343,177 shares

    0.1% of the 13F portfolio, value $16,340,440.

    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 124,361 shares
    Change vs previous 13F -7,674 shares

    0.04% of the 13F portfolio, value $4,152,424.

    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 132,035 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,807,388.

    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).