13F Insight
Viewing historical filing for 2026Q1. View latest →
DOSSIER · 13F-HR · Q3 2026

ESG Planning DBA Harper Investing

$323M in tracked AUM across 86 positions as of Q3 2026.

EP
CIK 0001931465 · last filed Sep 30, 2026
Total AUM
$323M
as of Q3 2026
Holdings
86
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…