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Focus Partners Wealth: ESGE position timeline

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

Focus Partners Wealth held 178,987 ESGE 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 178,987 shares
    Change vs previous 13F -4,993 shares

    0.01% of the 13F portfolio, value $9,788,828.

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

    • Focus Partners Wealth: 132,262 shares
    • Focus Partners Advisor Solutions, LLC: 46,725 shares

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

  2. period ended2026-03-31
    13F 183,980 shares
    Change vs previous 13F +14,008 shares

    0.01% of the 13F portfolio, value $8,359,108.

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

    • Focus Partners Wealth: 143,596 shares
    • Focus Partners Advisor Solutions, LLC: 40,384 shares

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

  3. period ended2025-12-31
    13F 169,972 shares
    Change vs previous 13F +4,604 shares

    0.01% of the 13F portfolio, value $7,507,721.

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

    • Focus Partners Wealth: 122,760 shares
    • Focus Partners Advisor Solutions, LLC: 47,212 shares

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

  4. period ended2025-09-30
    13F 165,368 shares
    Change vs previous 13F +16,020 shares

    0.01% of the 13F portfolio, value $7,239,040.

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

    • Focus Partners Wealth: 123,293 shares
    • Focus Partners Advisor Solutions, LLC: 42,075 shares

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

  5. period ended2025-06-30
    13F 149,348 shares
    Change vs previous 13F +8,464 shares

    0.01% of the 13F portfolio, value $5,850,006.

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

    • Focus Partners Wealth: 110,775 shares
    • Focus Partners Advisor Solutions, LLC: 38,573 shares

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

  6. period ended2025-03-31
    13F/A 140,884 shares
    Change vs previous 13F +6,764 shares

    0.01% of the 13F portfolio, value $4,923,940.

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

    • Focus Partners Wealth: 104,574 shares
    • Focus Partners Advisor Solutions, LLC: 36,310 shares

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

  7. period ended2024-12-31
    13F/A 134,120 shares
    Change vs previous 13F +985 shares

    0.01% of the 13F portfolio, value $4,478,358.

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

    • Focus Partners Wealth: 111,112 shares
    • Focus Partners Advisor Solutions, LLC: 23,008 shares

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

  8. period ended2024-09-30
    13F 133,135 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,847,457.

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

    • Focus Partners Wealth: 106,338 shares
    • Focus Partners Advisor Solutions, LLC: 26,797 shares

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