ESG Planning DBA Harper Investing SEC EDGAR Filings (CIK 0001931465)

SEC EDGAR filings, ownership reports, and insider transactions for ESG Planning DBA Harper Investing.

Business address
2005 De La Cruz Blvd #120, Santa Clara, CA, 95050
Top securities (13F)
NVDA, BND, MUB, JNK, VGT, AAPL, MUNI, GOOGL, VEA, AMZN, VEU, VCR, DFAS, VIS, MRK, VFH, VDC, IVOG, XLRE, and VTI
State of incorporation
CA
Fiscal year end
31 December
Former names
ESG Planning (to 31 Jan 2024)
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ESG Planning DBA Harper Investing has filed 18 SEC EDGAR filings since 31 May 2022

Latest Filings

Recent SEC filings for ESG Planning DBA Harper Investing including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2026 31 Dec 2025 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2025 30 Sep 2025 028-22553
N-PX Open N-PX document View SEC filing for N-PX 27 Aug 2025 30 Jun 2025 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 30 Jun 2025 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2025 31 Dec 2024 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2024 30 Sep 2024 028-22553
N-PX Open N-PX document View SEC filing for N-PX 27 Aug 2024 30 Jun 2024 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2024 30 Jun 2024 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2024 31 Mar 2024 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2024 31 Dec 2023 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2023 30 Sep 2023 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2023 31 Mar 2023 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2023 31 Dec 2022 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2022 30 Sep 2022 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2022 30 Jun 2022 028-22553
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 May 2022 31 Mar 2022 028-22553

About this filer

ESG Planning DBA Harper Investing files with the SEC under CIK 0001931465. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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