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Disclosery

Essential Planning, LLC.: DFAE position timeline

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

Essential Planning, LLC. held 232,434 DFAE 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 232,434 shares
    Change vs previous 13F -8,704 shares

    2.64% of the 13F portfolio, value $9,346,178.

    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 241,138 shares
    Change vs previous 13F -2,960 shares

    2.6% of the 13F portfolio, value $8,164,930.

    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 244,098 shares
    Change vs previous 13F -7,674 shares

    2.54% of the 13F portfolio, value $7,950,326.

    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 251,772 shares
    Change vs previous 13F -4,301 shares

    2.73% of the 13F portfolio, value $7,938,442.

    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 256,073 shares
    Change vs previous 13F +4,670 shares

    2.76% of the 13F portfolio, value $7,413,337.

    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 251,403 shares
    Change vs previous 13F -15,292,921 shares

    2.62% of the 13F portfolio, value $6,508,793.

    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 15,544,324 shares
    Change vs previous 13F +15,300,066 shares

    2.68% of the 13F portfolio, value $411,482,802.

    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 244,258 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $6,695,074.

    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).