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Disclosery

WT Wealth Management: ESGU position timeline

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

WT Wealth Management held 23,990 ESGU 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 23,990 shares
    Change vs previous 13F +475 shares

    1.09% of the 13F portfolio, value $3,926,443.

    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 23,515 shares
    Change vs previous 13F -2,845 shares

    0.99% of the 13F portfolio, value $3,325,491.

    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 26,360 shares
    Change vs previous 13F -2,695 shares

    1.13% of the 13F portfolio, value $3,927,113.

    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 29,055 shares
    Change vs previous 13F -929 shares

    1.22% of the 13F portfolio, value $4,230,408.

    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 29,984 shares
    Change vs previous 13F +2,752 shares

    1.2% of the 13F portfolio, value $4,056,835.

    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 27,232 shares
    Change vs previous 13F -3,801 shares

    1.08% of the 13F portfolio, value $3,319,853.

    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 31,033 shares
    Change vs previous 13F -3 shares

    1.25% of the 13F portfolio, value $3,997,671.

    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 31,036 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,983,471.

    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).