Sensible Financial Planning & Management, LLC.: ESGU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sensible Financial Planning & Management, LLC. on ESGU, newest first. How the timeline and the estimate are built.
Sensible Financial Planning & Management, LLC. held 20,227 ESGU shares at 2025-09-30 per its 13F-HR filed 2025-11-05.
the latest 13F is the newest step
- period ended2025-09-3013F 20,227 sharesChange vs previous 13F +1,833 shares
0.53% of the 13F portfolio, value $2,945,101.
13F-HR 0002063364-25-000274 filed by Sensible Financial Planning & Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,394 sharesChange vs previous 13F +6,680 shares
0.47% of the 13F portfolio, value $2,488,754.
13F-HR 0002063364-25-000195 filed by Sensible Financial Planning & Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,714 sharesChange vs previous 13F +99 shares
0.29% of the 13F portfolio, value $1,428,095.
13F-HR 0002063364-25-000045 filed by Sensible Financial Planning & Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,615 sharesChange vs previous 13F +2,845 shares
0.31% of the 13F portfolio, value $1,496,224.
13F-HR 0001567738-25-000002 filed by Sensible Financial Planning & Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,770 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $1,107,000.
13F-HR 0001567738-24-000011 filed by Sensible Financial Planning & Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).