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Disclosery

Laurel Wealth Planning LLC: ESGE position timeline

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

Laurel Wealth Planning LLC held 128,745 ESGE 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 128,745 shares
    Change vs previous 13F -3,464 shares

    3.12% of the 13F portfolio, value $7,041,065.

    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 132,209 shares
    Change vs previous 13F -6,035 shares

    3.17% of the 13F portfolio, value $6,011,544.

    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 138,244 shares
    Change vs previous 13F -3,503 shares

    3.38% of the 13F portfolio, value $6,106,238.

    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 141,747 shares
    Change vs previous 13F -2,215 shares

    3.25% of the 13F portfolio, value $6,154,655.

    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 143,962 shares
    Change vs previous 13F -8,007 shares

    3.21% of the 13F portfolio, value $5,638,992.

    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 151,969 shares
    Change vs previous 13F +3,365 shares

    3.53% of the 13F portfolio, value $5,311,317.

    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 148,604 shares
    Change vs previous 13F +6,840 shares

    3.2% of the 13F portfolio, value $4,962,000.

    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 141,764 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $5,162,000.

    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).