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Disclosery

PLANNING ALTERNATIVES LTD /ADV: ESGU position timeline

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

PLANNING ALTERNATIVES LTD /ADV held 32,609 ESGU 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 32,609 shares
    Change vs previous 13F +49 shares

    0.57% of the 13F portfolio, value $5,337,116.

    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 32,560 shares
    Change vs previous 13F -3,210 shares

    0.59% of the 13F portfolio, value $4,604,636.

    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 35,770 shares
    Change vs previous 13F +3,229 shares

    0.67% of the 13F portfolio, value $5,329,015.

    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 32,541 shares
    Change vs previous 13F +1,088 shares

    0.61% of the 13F portfolio, value $4,737,970.

    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 31,453 shares
    Change vs previous 13F +177 shares

    0.59% of the 13F portfolio, value $4,255,591.

    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 31,276 shares
    Change vs previous 13F +1,593 shares

    0.58% of the 13F portfolio, value $3,812,858.

    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 29,683 shares
    Change vs previous 13F +1,526 shares

    0.59% of the 13F portfolio, value $3,823,765.

    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 28,157 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,552,851.

    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).