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Focus Partners Wealth: ESGU position timeline

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

Focus Partners Wealth held 88,277 ESGU 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 88,277 shares
    Change vs previous 13F -2,402 shares

    0.01% of the 13F portfolio, value $14,448,374.

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

    • Focus Partners Wealth: 57,996 shares
    • Focus Partners Advisor Solutions, LLC: 30,281 shares

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

  2. period ended2026-03-31
    13F 90,679 shares
    Change vs previous 13F -5,303 shares

    0.01% of the 13F portfolio, value $12,809,745.

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

    • Focus Partners Wealth: 60,509 shares
    • Focus Partners Advisor Solutions, LLC: 30,170 shares

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

  3. period ended2025-12-31
    13F 95,982 shares
    Change vs previous 13F +21,180 shares

    0.01% of the 13F portfolio, value $14,299,424.

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

    • Focus Partners Wealth: 60,578 shares
    • Focus Partners Advisor Solutions, LLC: 35,404 shares

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

  4. period ended2025-09-30
    13F 74,802 shares
    Change vs previous 13F +4,156 shares

    0.02% of the 13F portfolio, value $10,974,488.

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

    • Focus Partners Wealth: 51,787 shares
    • Focus Partners Advisor Solutions, LLC: 23,015 shares

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

  5. period ended2025-06-30
    13F 70,646 shares
    Change vs previous 13F +671 shares

    0.02% of the 13F portfolio, value $9,558,314.

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

    • Focus Partners Wealth: 50,838 shares
    • Focus Partners Advisor Solutions, LLC: 19,808 shares

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

  6. period ended2025-03-31
    13F/A 69,975 shares
    Change vs previous 13F +11,417 shares

    0.02% of the 13F portfolio, value $8,530,755.

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

    • Focus Partners Wealth: 50,552 shares
    • Focus Partners Advisor Solutions, LLC: 19,423 shares

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

  7. period ended2024-12-31
    13F/A 58,558 shares
    Change vs previous 13F +38,009 shares

    0.02% of the 13F portfolio, value $7,543,474.

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

    • Focus Partners Wealth: 47,665 shares
    • Focus Partners Advisor Solutions, LLC: 10,893 shares

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

  8. period ended2024-09-30
    13F 20,549 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,593,013.

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

    • Focus Partners Wealth: 12,003 shares
    • Focus Partners Advisor Solutions, LLC: 8,546 shares

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