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Focus Partners Wealth: ESGV position timeline

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

Focus Partners Wealth held 149,322 ESGV 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 149,322 shares
    Change vs previous 13F +2,542 shares

    0.02% of the 13F portfolio, value $19,746,476.

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

    • Focus Partners Wealth: 133,546 shares
    • Focus Partners Advisor Solutions, LLC: 15,776 shares

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

  2. period ended2026-03-31
    13F 146,780 shares
    Change vs previous 13F +4,192 shares

    0.02% of the 13F portfolio, value $16,559,523.

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

    • Focus Partners Wealth: 136,319 shares
    • Focus Partners Advisor Solutions, LLC: 10,461 shares

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

  3. period ended2025-12-31
    13F 142,588 shares
    Change vs previous 13F +20,679 shares

    0.02% of the 13F portfolio, value $17,247,516.

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

    • Focus Partners Wealth: 131,769 shares
    • Focus Partners Advisor Solutions, LLC: 10,819 shares

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

  4. period ended2025-09-30
    13F 121,909 shares
    Change vs previous 13F -2,773 shares

    0.02% of the 13F portfolio, value $14,445,360.

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

    • Focus Partners Wealth: 118,394 shares
    • Focus Partners Advisor Solutions, LLC: 3,515 shares

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

  5. period ended2025-06-30
    13F 124,682 shares
    Change vs previous 13F +5,644 shares

    0.03% of the 13F portfolio, value $13,670,206.

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

    • Focus Partners Wealth: 116,598 shares
    • Focus Partners Advisor Solutions, LLC: 8,084 shares

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

  6. period ended2025-03-31
    13F/A 119,038 shares
    Change vs previous 13F +5,793 shares

    0.03% of the 13F portfolio, value $11,659,863.

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

    • Focus Partners Wealth: 112,607 shares
    • Focus Partners Advisor Solutions, LLC: 6,431 shares

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

  7. period ended2024-12-31
    13F/A 113,245 shares
    Change vs previous 13F -702 shares

    0.03% of the 13F portfolio, value $11,878,238.

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

    • Focus Partners Wealth: 106,896 shares
    • Focus Partners Advisor Solutions, LLC: 6,349 shares

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

  8. period ended2024-09-30
    13F 113,947 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,582,669.

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

    • Focus Partners Wealth: 106,346 shares
    • Focus Partners Advisor Solutions, LLC: 7,601 shares

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