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Disclosery

WT Wealth Management: ESGE position timeline

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

WT Wealth Management held 6,248 ESGE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,248 shares
    Change vs previous 13F -123 shares

    0.09% of the 13F portfolio, value $341,703.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 6,371 shares
    Change vs previous 13F -1,171 shares

    0.09% of the 13F portfolio, value $289,689.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 7,542 shares
    Change vs previous 13F -604 shares

    0.1% of the 13F portfolio, value $333,130.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 8,146 shares
    Change vs previous 13F -2,118 shares

    0.1% of the 13F portfolio, value $353,699.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 10,264 shares
    Change vs previous 13F +1,988 shares

    0.12% of the 13F portfolio, value $402,041.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 8,276 shares
    Change vs previous 13F -1,046 shares

    0.09% of the 13F portfolio, value $289,246.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 9,322 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $311,262.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 9,312 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $340,260.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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