Keener Financial Planning LLC: ESGD position timeline

Keener Financial Planning LLC held 3,977 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,977 shares

   Change vs previous 13F +1,024 shares

   0.15% of the 13F portfolio, value $408,000.

   13F-HR 0002004495-26-000003 filed by Keener Financial Planning LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,953 shares

   Change vs previous 13F -291 shares

   0.12% of the 13F portfolio, value $282,000.

   13F-HR 0002004495-26-000002 filed by Keener Financial Planning LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,244 shares

   Change vs previous 13F +1,226 shares

   0.13% of the 13F portfolio, value $308,000.

   13F-HR 0002004495-26-000001 filed by Keener Financial Planning LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,018 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $187,000.

   13F-HR 0002004495-25-000002 filed by Keener Financial Planning LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,018 shares

   Change vs previous 13F +82 shares

   0.09% of the 13F portfolio, value $180,000.

   13F-HR 0001907157-25-000035 filed by Keener Financial Planning LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,936 shares

   Change vs previous 13F -33 shares

   0.1% of the 13F portfolio, value $158,000.

   13F-HR 0001842974-25-000005 filed by Keener Financial Planning LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,969 shares

   Change vs previous 13F +1,209 shares

   0.09% of the 13F portfolio, value $149,000.

   13F-HR 0001907157-25-000004 filed by Keener Financial Planning LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 760 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $63,000.

   13F-HR 0001792704-24-000017 filed by Keener Financial Planning LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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