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Kestra Advisory Services, LLC: ESGE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ESGE, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 39,105 ESGE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,105 shares
    Change vs previous 13F -4,813 shares

    0.01% of the 13F portfolio, value $2,138,639.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,154 shares
    • Kestra Advisory Services, LLC: 24,951 shares

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

  2. period ended2026-03-31
    13F 43,918 shares
    Change vs previous 13F +5,387 shares

    0.01% of the 13F portfolio, value $1,996,941.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,730 shares
    • Kestra Advisory Services, LLC: 31,188 shares

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

  3. period ended2025-12-31
    13F 38,531 shares
    Change vs previous 13F +3,186 shares

    0.01% of the 13F portfolio, value $1,701,942.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,437 shares
    • Kestra Advisory Services, LLC: 30,094 shares

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

  4. period ended2025-09-30
    13F 35,345 shares
    Change vs previous 13F +8,859 shares

    0.01% of the 13F portfolio, value $1,534,688.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,088 shares
    • Kestra Advisory Services, LLC: 28,257 shares

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

  5. period ended2025-06-30
    13F 26,486 shares
    Change vs previous 13F +358 shares

    0.01% of the 13F portfolio, value $1,037,470.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    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/A 26,128 shares
    Change vs previous 13F -7,077 shares

    <0.01% of the 13F portfolio, value $913,174.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 26,128 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 33,205 shares
    Change vs previous 13F -5,037 shares

    0.01% of the 13F portfolio, value $1,108,715.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 31,260 shares
    • Kestra Investment Management, LLC: 1,945 shares

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

  8. period ended2024-09-30
    13F 38,242 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,392,394.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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