ESG Planning DBA Harper Investing
All 13F Filings
- Location
- Santa Clara, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 232,313
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 65 | 232,313 | 13F-HR | ESG Planning DBA Harper Investing |
| Q3 2025 | 11/13/2025 | 63 | 210,005 | 13F-HR | ESG Planning DBA Harper Investing |
| Q2 2025 | 8/13/2025 | 58 | 178,845 | 13F-HR | ESG Planning DBA Harper Investing |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 164.9 K | 71.0% | 14.03 K | 0 | 14.03 K |
| ETFs | 66.95 K | 28.8% | 8.276 K | 0 | 8.276 K |
| Other | 461 | 0.2% | 1 | 0 | 1 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
232,313
Holdings
65
QoQ value change ($000)
22,308
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.