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Disclosery

Plancorp, LLC: ESGU position timeline

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

Plancorp, LLC held 69,531 ESGU 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 69,531 shares
    Change vs previous 13F -2,855 shares

    0.28% of the 13F portfolio, value $11,439,935.

    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 72,386 shares
    Change vs previous 13F -673 shares

    0.3% of the 13F portfolio, value $10,675,487.

    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 73,059 shares
    Change vs previous 13F -3,854 shares

    0.33% of the 13F portfolio, value $10,884,330.

    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 76,913 shares
    Change vs previous 13F -1,895 shares

    0.35% of the 13F portfolio, value $11,198,506.

    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 78,808 shares
    Change vs previous 13F -555 shares

    0.37% of the 13F portfolio, value $10,662,718.

    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 79,363 shares
    Change vs previous 13F -9,093 shares

    0.38% of the 13F portfolio, value $9,675,173.

    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 88,456 shares
    Change vs previous 13F -7,050 shares

    0.47% of the 13F portfolio, value $11,394,928.

    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 95,506 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $12,050,975.

    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).