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Disclosery

Essential Planning, LLC.: BSV position timeline

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

Essential Planning, LLC. held 109,242 BSV 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 109,242 shares
    Change vs previous 13F +5,297 shares

    2.41% of the 13F portfolio, value $8,510,894.

    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 103,945 shares
    Change vs previous 13F +8,076 shares

    2.59% of the 13F portfolio, value $8,150,170.

    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 95,869 shares
    Change vs previous 13F +4,735 shares

    2.41% of the 13F portfolio, value $7,555,356.

    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 91,134 shares
    Change vs previous 13F +4,370 shares

    2.48% of the 13F portfolio, value $7,191,313.

    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 86,764 shares
    Change vs previous 13F +3,565 shares

    2.54% of the 13F portfolio, value $6,828,247.

    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 83,199 shares
    Change vs previous 13F -4,741,808 shares

    2.62% of the 13F portfolio, value $6,512,807.

    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 4,825,007 shares
    Change vs previous 13F +4,751,613 shares

    2.44% of the 13F portfolio, value $374,535,124.

    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 73,394 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $5,775,339.

    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).