{"success":true,"meta":{"generated_at":"2026-07-08T12:45:19.605Z","source":"SEC EDGAR 13F","license":"https://www.sec.gov/about/website-policies"},"data":{"ticker":"ESGD","cusip":"46435G516","company_name":"ISHARES TR","url":"https://superinvestorclub.com/stock/ESGD","markdown_url":"https://superinvestorclub.com/stock/ESGD/llm.txt","num_owners":2,"total_value":1579261,"total_shares":"0105555961","owners":[{"manager_id":97,"manager_name":"FPA Queens Road","fund_name":"Bragg Financial Advisors","shares":"10555","value":1009270,"pct_of_portfolio":0.0319246483480626,"period_of_report":"2026-03-31","security_type":"SH","manager_url":"https://superinvestorclub.com/manager/97"},{"manager_id":79,"manager_name":"David Katz","fund_name":"Matrix Asset Advisors","shares":"5961","value":569991,"pct_of_portfolio":0.05228270499665115,"period_of_report":"2026-03-31","security_type":"SH","manager_url":"https://superinvestorclub.com/manager/79"}],"history":[{"period_of_report":"2023-09-30","total_value":248038,"total_shares":"03588","num_owners":1,"managers":[{"manager_id":79,"manager_name":"David Katz","shares":"3588","value":248038,"change_type":"UNCHANGED"}]},{"period_of_report":"2023-12-31","total_value":267638,"total_shares":"03543","num_owners":1,"managers":[{"manager_id":79,"manager_name":"David Katz","shares":"3543","value":267638,"change_type":"REDUCED"}]},{"period_of_report":"2024-03-31","total_value":274970,"total_shares":"03441","num_owners":1,"managers":[{"manager_id":79,"manager_name":"David Katz","shares":"3441","value":274970,"change_type":"REDUCED"}]},{"period_of_report":"2024-06-30","total_value":250000,"total_shares":"03176","num_owners":1,"managers":[{"manager_id":79,"manager_name":"David Katz","shares":"3176","value":250000,"change_type":"REDUCED"}]},{"period_of_report":"2024-09-30","total_value":358480,"total_shares":"04259","num_owners":1,"managers":[{"manager_id":79,"manager_name":"David Katz","shares":"4259","value":358480,"change_type":"INCREASED"}]},{"period_of_report":"2024-12-31","total_value":1188013,"total_shares":"090406563","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"9040","value":688306,"change_type":"NEW"},{"manager_id":79,"manager_name":"David Katz","shares":"6563","value":499707,"change_type":"INCREASED"}]},{"period_of_report":"2025-03-31","total_value":1350173,"total_shares":"0100056523","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"10005","value":817309,"change_type":"REDUCED"},{"manager_id":79,"manager_name":"David Katz","shares":"6523","value":532864,"change_type":"REDUCED"}]},{"period_of_report":"2025-06-30","total_value":1476324,"total_shares":"0101696378","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"10169","value":907279,"change_type":"INCREASED"},{"manager_id":79,"manager_name":"David Katz","shares":"6378","value":569045,"change_type":"REDUCED"}]},{"period_of_report":"2025-09-30","total_value":1504974,"total_shares":"0101506036","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"10150","value":943747,"change_type":"REDUCED"},{"manager_id":79,"manager_name":"David Katz","shares":"6036","value":561227,"change_type":"REDUCED"}]},{"period_of_report":"2025-12-31","total_value":1541504,"total_shares":"0101756036","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"10175","value":967541,"change_type":"INCREASED"},{"manager_id":79,"manager_name":"David Katz","shares":"6036","value":573963,"change_type":"UNCHANGED"}]},{"period_of_report":"2026-03-31","total_value":1579261,"total_shares":"0105555961","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"10555","value":1009270,"change_type":"INCREASED"},{"manager_id":79,"manager_name":"David Katz","shares":"5961","value":569991,"change_type":"REDUCED"}]}]}}