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Disclosery

Essential Planning, LLC.: BNDX position timeline

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

Essential Planning, LLC. held 13,205 BNDX 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 13,205 shares
    Change vs previous 13F -101 shares

    0.18% of the 13F portfolio, value $639,510.

    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 13,306 shares
    Change vs previous 13F -13 shares

    0.2% of the 13F portfolio, value $639,351.

    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 13,319 shares
    Change vs previous 13F -10,791 shares

    0.21% of the 13F portfolio, value $643,581.

    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 24,110 shares
    Change vs previous 13F +11,298 shares

    0.41% of the 13F portfolio, value $1,192,461.

    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 12,812 shares
    Change vs previous 13F +2,023 shares

    0.24% of the 13F portfolio, value $634,346.

    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 10,789 shares
    Change vs previous 13F -609,087 shares

    0.21% of the 13F portfolio, value $526,714.

    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 619,876 shares
    Change vs previous 13F +610,520 shares

    0.2% of the 13F portfolio, value $31,004,274.

    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 9,356 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $470,429.

    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).