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WNY Asset Management, LLC: ESGU position timeline

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

WNY Asset Management, LLC held 10,134 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,134 shares
    Change vs previous 13F +254 shares

    0.15% of the 13F portfolio, value $1,658,680.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 9,880 shares
    Change vs previous 13F -1,074 shares

    0.14% of the 13F portfolio, value $1,397,211.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,954 shares
    Change vs previous 13F +1,591 shares

    0.15% of the 13F portfolio, value $1,594,836.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,363 shares
    Change vs previous 13F +4,449 shares

    0.14% of the 13F portfolio, value $1,266,873.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,914 shares
    Change vs previous 13F +4,914 shares

    0.07% of the 13F portfolio, value $599,126.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,800 shares

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 4,800 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $605,685.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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