Fort Point Capital Partners LLC ESGG FLEXSHARES TR

Ownership history in Fort Point Capital Partners LLC  ·  9 quarters on record

AI Ownership Summary

Fort Point Capital Partners LLC reported FLEXSHARES TR (ESGG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.11% in 2025 Q4. The latest visible filing shows ESGG at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fort Point Capital Partners LLC's position in FLEXSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ESGG was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fort Point Capital Partners LLC held ESGG — position size vs. price
% of Fund (quarterly)    ESGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 4,905 0% 0.11% $1.0M 2026-02-14 (Est.) $210.97
2025 Q3 UNCHANGED 4,905 0% 0.11% $968K 2025-11-14 $200.34
2025 Q2 UNCHANGED 4,905 0% 0.07% $920K 2025-08-14 $191.73
2025 Q1 UNCHANGED 4,905 0% 0.09% $833K 2025-05-15 $176.44
2024 Q4 UNCHANGED 4,905 0% 0.09% $824K 2025-02-11 $175.49
2024 Q3 UNCHANGED 4,905 0% 0.10% $846K 2024-11-14 $166.61
2024 Q2 UNCHANGED 4,905 0% 0.10% $807K 2024-08-14 $159.87
2024 Q1 UNCHANGED 4,905 0% 0.11% $799K 2024-05-15 $159.14
2023 Q4 INITIATED 4,905 0.10% $733K 2024-02-09 $151.49

FAQ About Fort Point Capital Partners LLC and ESGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fort Point Capital Partners LLC reported owning ESGG?

Fort Point Capital Partners LLC reported ESGG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ESGG position in Fort Point Capital Partners LLC's portfolio?

The largest reported portfolio weight for ESGG was 0.11% in 2025 Q4.

What is the latest reported ESGG position on this page?

The most recent filing on this page is 2025 Q4, when Fort Point Capital Partners LLC reported 4,905 shares, equal to 0.11% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ESGG ownership page compare?

The chart compares Fort Point Capital Partners LLC's quarterly ESGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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