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Disclosery

Laurel Wealth Planning LLC: ESGV position timeline

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

Laurel Wealth Planning LLC held 18,236 ESGV 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 18,236 shares
    Change vs previous 13F -1,146 shares

    1.07% of the 13F portfolio, value $2,411,529.

    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 19,382 shares
    Change vs previous 13F +6 shares

    1.15% of the 13F portfolio, value $2,176,018.

    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 19,376 shares
    Change vs previous 13F -2,214 shares

    1.3% of the 13F portfolio, value $2,343,721.

    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 21,590 shares
    Change vs previous 13F -5,010 shares

    1.35% of the 13F portfolio, value $2,557,120.

    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 26,600 shares
    Change vs previous 13F +16,469 shares

    1.66% of the 13F portfolio, value $2,916,424.

    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 10,131 shares
    Change vs previous 13F -431 shares

    0.66% of the 13F portfolio, value $992,332.

    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 10,562 shares
    Change vs previous 13F -853 shares

    0.71% of the 13F portfolio, value $1,108,000.

    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 11,415 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,160,000.

    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).