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
- period ended2026-06-3013F 10,134 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,880 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,954 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,363 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,914 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 4,800 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).