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Valtinson Bruner Financial Planning LLC: ESGU position timeline

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

Valtinson Bruner Financial Planning LLC held 2,795 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,795 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $457,458.

    13F-HR 0001761450-26-000004 filed by Valtinson Bruner Financial Planning 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 2,795 shares
    Change vs previous 13F -106 shares

    0.11% of the 13F portfolio, value $395,269.

    13F-HR 0001761450-26-000002 filed by Valtinson Bruner Financial Planning 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 2,901 shares
    Change vs previous 13F -779 shares

    0.12% of the 13F portfolio, value $432,191.

    13F-HR 0001761450-26-000001 filed by Valtinson Bruner Financial Planning 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 3,680 shares
    Change vs previous 13F +636 shares

    0.16% of the 13F portfolio, value $535,808.

    13F-HR 0001761450-25-000005 filed by Valtinson Bruner Financial Planning 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 3,044 shares
    Change vs previous 13F +86 shares

    0.13% of the 13F portfolio, value $411,853.

    13F-HR 0001761450-25-000003 filed by Valtinson Bruner Financial Planning 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 2,958 shares
    Change vs previous 13F +320 shares

    0.12% of the 13F portfolio, value $360,610.

    13F-HR 0001761450-25-000002 filed by Valtinson Bruner Financial Planning 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 2,638 shares
    Change vs previous 13F +541 shares

    0.12% of the 13F portfolio, value $339,827.

    13F-HR 0001761450-25-000001 filed by Valtinson Bruner Financial Planning 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 2,097 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $264,599.

    13F-HR 0001761450-24-000004 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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