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Focus Partners Wealth: ESGD position timeline

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

Focus Partners Wealth held 78,672 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,672 shares
    Change vs previous 13F -3,754 shares

    0.01% of the 13F portfolio, value $8,088,327.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 63,116 shares
    • Focus Partners Advisor Solutions, LLC: 15,556 shares

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

  2. period ended2026-03-31
    13F 82,426 shares
    Change vs previous 13F +1,842 shares

    0.01% of the 13F portfolio, value $7,893,789.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 67,816 shares
    • Focus Partners Advisor Solutions, LLC: 14,610 shares

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

  3. period ended2025-12-31
    13F 80,584 shares
    Change vs previous 13F +6,783 shares

    0.01% of the 13F portfolio, value $7,662,890.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 60,671 shares
    • Focus Partners Advisor Solutions, LLC: 19,913 shares

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

  4. period ended2025-09-30
    13F 73,801 shares
    Change vs previous 13F +12,099 shares

    0.01% of the 13F portfolio, value $6,916,749.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,012 shares
    • Focus Partners Advisor Solutions, LLC: 30,789 shares

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

  5. period ended2025-06-30
    13F 61,702 shares
    Change vs previous 13F +7,361 shares

    0.01% of the 13F portfolio, value $5,505,120.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 41,537 shares
    • Focus Partners Advisor Solutions, LLC: 20,165 shares

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

  6. period ended2025-03-31
    13F/A 54,341 shares
    Change vs previous 13F +14,743 shares

    0.01% of the 13F portfolio, value $4,439,141.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,517 shares
    • Focus Partners Advisor Solutions, LLC: 19,824 shares

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

  7. period ended2024-12-31
    13F/A 39,598 shares
    Change vs previous 13F +19,633 shares

    0.01% of the 13F portfolio, value $3,014,950.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 30,046 shares
    • Focus Partners Advisor Solutions, LLC: 9,552 shares

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

  8. period ended2024-09-30
    13F 19,965 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,680,494.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,373 shares
    • Focus Partners Advisor Solutions, LLC: 9,592 shares

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