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Disclosery

Plan A Wealth LLC: ESGE position timeline

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

Plan A Wealth LLC held 3,735 ESGE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,735 shares
    Change vs previous 13F -754 shares

    0.07% of the 13F portfolio, value $202,288.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,489 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $245,503.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,489 shares
    Change vs previous 13F -13,119 shares

    0.1% of the 13F portfolio, value $204,115.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,608 shares
    Change vs previous 13F -6,639 shares

    0.38% of the 13F portfolio, value $777,745.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,247 shares
    Change vs previous 13F -35,053 shares

    0.54% of the 13F portfolio, value $1,052,805.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 59,300 shares
    Change vs previous 13F -27,835 shares

    1.32% of the 13F portfolio, value $2,322,770.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 87,135 shares
    Change vs previous 13F -17,965 shares

    2.36% of the 13F portfolio, value $3,045,353.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 105,100 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $3,509,275.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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