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Laurel Wealth Planning LLC: ESGU position timeline

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

Laurel Wealth Planning LLC held 70,642 ESGU 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 70,642 shares
    Change vs previous 13F +336 shares

    5.12% of the 13F portfolio, value $11,561,977.

    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 70,306 shares
    Change vs previous 13F -2,040 shares

    5.24% of the 13F portfolio, value $9,942,675.

    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 72,346 shares
    Change vs previous 13F -904 shares

    5.97% of the 13F portfolio, value $10,778,108.

    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 73,250 shares
    Change vs previous 13F -2,254 shares

    5.64% of the 13F portfolio, value $10,665,200.

    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 75,504 shares
    Change vs previous 13F -5,058 shares

    5.81% of the 13F portfolio, value $10,215,692.

    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 80,562 shares
    Change vs previous 13F -6,697 shares

    6.53% of the 13F portfolio, value $9,821,314.

    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 87,259 shares
    Change vs previous 13F -5,416 shares

    7.25% of the 13F portfolio, value $11,241,000.

    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 92,675 shares
    Change vs previous 13F not available

    7.64% of the 13F portfolio, value $11,694,000.

    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).