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Disclosery

Plancorp, LLC: ESGD position timeline

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

Plancorp, LLC held 33,458 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,458 shares
    Change vs previous 13F -1,305 shares

    0.08% of the 13F portfolio, value $3,423,393.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 34,763 shares
    Change vs previous 13F -597 shares

    0.1% of the 13F portfolio, value $3,498,921.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 35,360 shares
    Change vs previous 13F -674 shares

    0.1% of the 13F portfolio, value $3,362,406.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 36,034 shares
    Change vs previous 13F -141 shares

    0.11% of the 13F portfolio, value $3,350,442.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 36,175 shares
    Change vs previous 13F -2,224 shares

    0.11% of the 13F portfolio, value $3,227,534.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 38,399 shares
    Change vs previous 13F -2,398 shares

    0.12% of the 13F portfolio, value $3,136,805.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 40,797 shares
    Change vs previous 13F +552 shares

    0.13% of the 13F portfolio, value $3,106,275.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 40,245 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,387,445.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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