ESG Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for ESG Planning going back to May 31, 2022
- Altura Wealth Advisors 2026 Q2 - filed July 22, 2026 - new!
- Altura Wealth Advisors 2026 Q1 - filed May 12, 2026
- ESG Planning DBA Harper Investing 2025 Q4 - filed Feb. 4, 2026
- ESG Planning DBA Harper Investing 2025 Q3 - filed Nov. 13, 2025
- ESG Planning DBA Harper Investing 2025 Q2 - filed Aug. 13, 2025
- ESG Planning DBA Harper Investing 2025 Q1 - filed May 2, 2025
- ESG Planning DBA Harper Investing 2024 Q4 - filed Feb. 12, 2025
- ESG Planning DBA Harper Investing 2024 Q3 - filed Nov. 8, 2024
- ESG Planning DBA Harper Investing 2024 Q2 - filed July 30, 2024
- ESG Planning DBA Harper Investing 2024 Q1 - filed May 1, 2024
- ESG Planning 2023 Q4 - filed Jan. 31, 2024
- ESG Planning 2023 Q3 - filed Nov. 1, 2023
- ESG Planning 2023 Q2 - filed Aug. 8, 2023
- ESG Planning 2023 Q1 - filed April 26, 2023
- ESG Planning 2022 Q4 - filed Feb. 3, 2023
- ESG Planning 2022 Q3 - filed Nov. 9, 2022
- ESG Planning 2022 Q2 - filed Aug. 10, 2022
- ESG Planning 2022 Q1 - filed May 31, 2022