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Disclosery

Essential Planning, LLC.: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essential Planning, LLC. on BND, newest first. How the timeline and the estimate are built.

Essential Planning, LLC. held 676,966 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 676,966 shares
    Change vs previous 13F -39,207 shares

    14.04% of the 13F portfolio, value $49,695,976.

    13F-HR 0001949824-26-000004 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 716,173 shares
    Change vs previous 13F -20,106 shares

    16.77% of the 13F portfolio, value $52,738,969.

    13F-HR 0001949824-26-000002 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 736,279 shares
    Change vs previous 13F -26,950 shares

    17.39% of the 13F portfolio, value $54,536,159.

    13F-HR 0001949824-26-000001 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 763,229 shares
    Change vs previous 13F -5,175 shares

    19.54% of the 13F portfolio, value $56,761,406.

    13F-HR 0001949824-25-000003 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 768,404 shares
    Change vs previous 13F +16,967 shares

    21.06% of the 13F portfolio, value $56,577,563.

    13F-HR 0001085146-25-005237 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 751,437 shares
    Change vs previous 13F -45,093,075 shares

    22.24% of the 13F portfolio, value $55,192,972.

    13F-HR 0001085146-25-002778 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,844,512 shares
    Change vs previous 13F +45,154,186 shares

    21.84% of the 13F portfolio, value $3,352,920,343.

    13F-HR 0001085146-25-000922 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 690,326 shares
    Change vs previous 13F not available

    21.27% of the 13F portfolio, value $51,850,338.

    13F-HR 0001085146-24-005421 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).