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Disclosery

PLANNING ALTERNATIVES LTD /ADV: ESML position timeline

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

PLANNING ALTERNATIVES LTD /ADV held 26,808 ESML 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 26,808 shares
    Change vs previous 13F -6 shares

    0.16% of the 13F portfolio, value $1,499,372.

    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 26,814 shares
    Change vs previous 13F -2,283 shares

    0.16% of the 13F portfolio, value $1,260,795.

    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 29,097 shares
    Change vs previous 13F +2,745 shares

    0.17% of the 13F portfolio, value $1,337,881.

    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 26,352 shares
    Change vs previous 13F +1,461 shares

    0.15% of the 13F portfolio, value $1,187,949.

    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 24,891 shares
    Change vs previous 13F -283 shares

    0.14% of the 13F portfolio, value $1,028,746.

    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 25,174 shares
    Change vs previous 13F +2,556 shares

    0.15% of the 13F portfolio, value $966,934.

    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 22,618 shares
    Change vs previous 13F +1,377 shares

    0.15% of the 13F portfolio, value $951,087.

    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 21,241 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $888,299.

    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).