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Disclosery

Essential Planning, LLC.: DCOR position timeline

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

Essential Planning, LLC. held 162,396 DCOR 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 162,396 shares
    Change vs previous 13F +26,062 shares

    3.76% of the 13F portfolio, value $13,313,122.

    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 136,334 shares
    Change vs previous 13F +34,819 shares

    3.12% of the 13F portfolio, value $9,826,957.

    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 101,515 shares
    Change vs previous 13F +30,000 shares

    2.38% of the 13F portfolio, value $7,474,613.

    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 71,515 shares
    Change vs previous 13F +26,501 shares

    1.77% of the 13F portfolio, value $5,144,784.

    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 45,014 shares
    Change vs previous 13F +13,826 shares

    1.12% of the 13F portfolio, value $3,009,204.

    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 31,188 shares
    Change vs previous 13F -686,491 shares

    0.77% of the 13F portfolio, value $1,912,760.

    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 717,679 shares
    Change vs previous 13F +708,308 shares

    0.3% of the 13F portfolio, value $46,740,386.

    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 9,371 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $593,587.

    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).