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Wealthspire Advisors, LLC: ESGV position timeline

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

Wealthspire Advisors, LLC held 9,827 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 9,827 shares
    Change vs previous 13F +574 shares

    0.01% of the 13F portfolio, value $1,299,610.

    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 9,253 shares
    Change vs previous 13F +337 shares

    0.01% of the 13F portfolio, value $1,038,890.

    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 8,916 shares
    Change vs previous 13F -10,042 shares

    0.01% of the 13F portfolio, value $1,078,538.

    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 18,958 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $2,245,328.

    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 18,950 shares
    Change vs previous 13F +4,118 shares

    0.01% of the 13F portfolio, value $2,077,608.

    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 14,832 shares
    Change vs previous 13F +9,225 shares

    0.01% of the 13F portfolio, value $1,452,708.

    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 5,607 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $588,119.

    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 5,607 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $569,952.

    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).