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Brewster Financial Planning LLC: ESGU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brewster Financial Planning LLC on ESGU, newest first. How the timeline and the estimate are built.

Brewster Financial Planning LLC held 4,678 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,678 shares
    Change vs previous 13F -65 shares

    0.42% of the 13F portfolio, value $765,649.

    13F-HR 0001898145-26-000003 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,743 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $670,756.

    13F-HR 0001898145-26-000002 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,743 shares
    Change vs previous 13F -59 shares

    0.43% of the 13F portfolio, value $706,613.

    13F-HR 0001898145-26-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,802 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $699,172.

    13F-HR 0001898145-25-000006 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,802 shares
    Change vs previous 13F -152 shares

    0.44% of the 13F portfolio, value $649,711.

    13F-HR 0001898145-25-000004 filed by Brewster Financial Planning 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 4,954 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $603,943.

    13F-HR 0001898145-25-000003 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,954 shares
    Change vs previous 13F -350 shares

    0.48% of the 13F portfolio, value $638,175.

    13F-HR 0001898145-25-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 5,304 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $669,259.

    13F-HR/A 0001898145-24-000006 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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