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Disclosery

Plancorp, LLC: ESGE position timeline

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

Plancorp, LLC held 11,820 ESGE 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 11,820 shares
    Change vs previous 13F -1,315 shares

    0.01% of the 13F portfolio, value $610,265.

    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 13,135 shares
    Change vs previous 13F -209 shares

    0.02% of the 13F portfolio, value $637,180.

    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 13,344 shares
    Change vs previous 13F -879 shares

    0.02% of the 13F portfolio, value $589,405.

    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 14,223 shares
    Change vs previous 13F -70 shares

    0.02% of the 13F portfolio, value $617,584.

    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 14,293 shares
    Change vs previous 13F -486 shares

    0.02% of the 13F portfolio, value $559,876.

    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 14,779 shares
    Change vs previous 13F -1,650 shares

    0.02% of the 13F portfolio, value $516,519.

    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 16,429 shares
    Change vs previous 13F -399 shares

    0.02% of the 13F portfolio, value $548,565.

    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 16,828 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $612,716.

    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).