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White Lighthouse Investment Management Inc.: ESGU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Lighthouse Investment Management Inc. on ESGU, newest first. How the timeline and the estimate are built.

White Lighthouse Investment Management Inc. held 17,387 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,387 shares
    Change vs previous 13F +194 shares

    0.35% of the 13F portfolio, value $2,845,730.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management Inc.
    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 17,193 shares
    Change vs previous 13F +50 shares

    0.34% of the 13F portfolio, value $2,431,434.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management Inc.
    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 17,143 shares
    Change vs previous 13F -185 shares

    0.36% of the 13F portfolio, value $2,553,964.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment Management Inc.
    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 17,328 shares
    Change vs previous 13F -660 shares

    0.38% of the 13F portfolio, value $2,522,957.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment Management Inc.
    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 17,988 shares
    Change vs previous 13F +1,384 shares

    0.4% of the 13F portfolio, value $2,433,776.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment Management Inc.
    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 16,604 shares
    Change vs previous 13F -425 shares

    0.36% of the 13F portfolio, value $2,024,194.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment Management Inc.
    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 17,029 shares
    Change vs previous 13F +230 shares

    0.39% of the 13F portfolio, value $2,193,676.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management Inc.
    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 16,799 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,119,698.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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