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Essential Planning, LLC.: DBND position timeline

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

Essential Planning, LLC. held 22,733 DBND 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 22,733 shares
    Change vs previous 13F -1,046 shares

    0.29% of the 13F portfolio, value $1,036,401.

    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 23,779 shares
    Change vs previous 13F +18 shares

    0.35% of the 13F portfolio, value $1,089,305.

    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 23,761 shares
    Change vs previous 13F -1,706 shares

    0.35% of the 13F portfolio, value $1,101,648.

    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 25,467 shares
    Change vs previous 13F +30 shares

    0.41% of the 13F portfolio, value $1,184,965.

    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 25,437 shares
    Change vs previous 13F -816 shares

    0.44% of the 13F portfolio, value $1,176,203.

    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 26,253 shares
    Change vs previous 13F -1,918,254 shares

    0.49% of the 13F portfolio, value $1,212,079.

    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 1,944,507 shares
    Change vs previous 13F +1,915,211 shares

    0.58% of the 13F portfolio, value $89,468,180.

    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 29,296 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,387,448.

    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).