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Disclosery

Laurel Wealth Planning LLC: ESGD position timeline

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

Laurel Wealth Planning LLC held 89,199 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,199 shares
    Change vs previous 13F -3,396 shares

    4.06% of the 13F portfolio, value $9,170,550.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth 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 92,595 shares
    Change vs previous 13F +889 shares

    4.67% of the 13F portfolio, value $8,853,934.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth 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 91,706 shares
    Change vs previous 13F -284 shares

    4.83% of the 13F portfolio, value $8,720,324.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth 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 91,990 shares
    Change vs previous 13F +291 shares

    4.52% of the 13F portfolio, value $8,553,231.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth 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 91,699 shares
    Change vs previous 13F -3,883 shares

    4.65% of the 13F portfolio, value $8,181,385.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth 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 95,582 shares
    Change vs previous 13F +118 shares

    5.19% of the 13F portfolio, value $7,808,094.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth 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 95,464 shares
    Change vs previous 13F +4,251 shares

    4.69% of the 13F portfolio, value $7,269,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth 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 91,213 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $7,677,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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