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Disclosery

Essential Planning, LLC.: DFAU position timeline

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

Essential Planning, LLC. held 1,077,468 DFAU 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 1,077,468 shares
    Change vs previous 13F -54,893 shares

    15.74% of the 13F portfolio, value $55,694,446.

    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 1,132,361 shares
    Change vs previous 13F -34,025 shares

    16.25% of the 13F portfolio, value $51,092,212.

    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 1,166,386 shares
    Change vs previous 13F -56,890 shares

    17.41% of the 13F portfolio, value $54,586,961.

    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 1,223,276 shares
    Change vs previous 13F -46,386 shares

    19.27% of the 13F portfolio, value $55,977,227.

    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 1,269,662 shares
    Change vs previous 13F +16,419 shares

    20.02% of the 13F portfolio, value $53,782,926.

    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 1,253,243 shares
    Change vs previous 13F -76,559,683 shares

    19.41% of the 13F portfolio, value $48,174,775.

    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 77,812,926 shares
    Change vs previous 13F +76,574,185 shares

    20.7% of the 13F portfolio, value $3,177,525,300.

    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 1,238,741 shares
    Change vs previous 13F not available

    20.17% of the 13F portfolio, value $49,165,797.

    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).