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Disclosery

Essential Planning, LLC.: DFAI position timeline

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

Essential Planning, LLC. held 485,639 DFAI 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 485,639 shares
    Change vs previous 13F -17,631 shares

    5.66% of the 13F portfolio, value $20,032,571.

    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 503,270 shares
    Change vs previous 13F -7,617 shares

    6.23% of the 13F portfolio, value $19,607,375.

    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 510,887 shares
    Change vs previous 13F -11,758 shares

    6.21% of the 13F portfolio, value $19,469,857.

    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 522,645 shares
    Change vs previous 13F -12,155 shares

    6.54% of the 13F portfolio, value $18,998,191.

    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 534,800 shares
    Change vs previous 13F +8,391 shares

    6.88% of the 13F portfolio, value $18,488,010.

    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 526,409 shares
    Change vs previous 13F -31,759,419 shares

    6.62% of the 13F portfolio, value $16,439,725.

    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 32,285,828 shares
    Change vs previous 13F +31,776,656 shares

    6.38% of the 13F portfolio, value $979,473,120.

    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 509,172 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $16,181,499.

    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).