Ownership history in Laurel Wealth Planning LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Laurel Wealth Planning LLC reported a position in ISHARES TR (ESML). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 59,422 | +1,144 | +2.0% | 1.51% | $2.7M | $45.87 |
| 2025 Q3 | ADDED | 58,278 | +83 | +0.1% | 1.39% | $2.6M | $44.84 |
| 2025 Q2 | ADDED | 58,195 | +6,103 | +11.7% | 1.37% | $2.4M | $40.98 |
| 2025 Q1 | ADDED | 52,092 | +2,526 | +5.1% | 1.33% | $2.0M | $37.98 |
| 2024 Q4 | REDUCED | 49,566 | -221 | -0.4% | 1.34% | $2.1M | $41.47 |
| 2024 Q3 | REDUCED | 49,787 | -1,457 | -2.8% | 1.36% | $2.1M | $41.07 |
| 2024 Q2 | ADDED | 51,244 | +1,843 | +3.7% | 1.37% | $2.0M | $37.69 |
| 2024 Q1 | ADDED | 49,401 | +1,031 | +2.1% | 1.32% | $2.0M | $39.33 |
| 2023 Q4 | ADDED | 48,370 | +6,509 | +15.5% | 1.30% | $1.8M | $37.02 |
| 2023 Q3 | ADDED | 41,861 | +1,544 | +3.8% | 1.10% | $1.4M | $32.65 |
As of 2025 Q4 — sorted by position size