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Disclosery

Essential Planning, LLC.: DFAC position timeline

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

Essential Planning, LLC. held 279,959 DFAC 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 279,959 shares
    Change vs previous 13F +42,610 shares

    3.51% of the 13F portfolio, value $12,418,980.

    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 237,349 shares
    Change vs previous 13F +36,595 shares

    2.93% of the 13F portfolio, value $9,223,484.

    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 200,754 shares
    Change vs previous 13F +46,395 shares

    2.53% of the 13F portfolio, value $7,947,859.

    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 154,359 shares
    Change vs previous 13F +42,933 shares

    2.05% of the 13F portfolio, value $5,953,692.

    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 111,426 shares
    Change vs previous 13F +23,154 shares

    1.49% of the 13F portfolio, value $3,993,493.

    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 88,272 shares
    Change vs previous 13F -3,852,398 shares

    1.17% of the 13F portfolio, value $2,912,098.

    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 3,940,670 shares
    Change vs previous 13F +3,882,889 shares

    0.9% of the 13F portfolio, value $138,755,438.

    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 57,781 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,981,339.

    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).