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Disclosery

PLANNING ALTERNATIVES LTD /ADV: ESGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on ESGD, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 19,007 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,007 shares
    Change vs previous 13F +89 shares

    0.21% of the 13F portfolio, value $1,954,110.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    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 18,918 shares
    Change vs previous 13F +1,253 shares

    0.23% of the 13F portfolio, value $1,808,940.

    13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
    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 17,665 shares
    Change vs previous 13F +1,324 shares

    0.21% of the 13F portfolio, value $1,679,765.

    13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
    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 16,341 shares
    Change vs previous 13F +450 shares

    0.2% of the 13F portfolio, value $1,519,387.

    13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
    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 15,891 shares
    Change vs previous 13F -385 shares

    0.2% of the 13F portfolio, value $1,417,796.

    13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
    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 16,276 shares
    Change vs previous 13F -1,215 shares

    0.2% of the 13F portfolio, value $1,329,587.

    13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
    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 17,491 shares
    Change vs previous 13F +1,589 shares

    0.2% of the 13F portfolio, value $1,331,765.

    13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
    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 15,902 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,338,472.

    13F-HR 0001765380-24-000418 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

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