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Disclosery

Essential Planning, LLC.: DFCF position timeline

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

Essential Planning, LLC. held 303,658 DFCF 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 303,658 shares
    Change vs previous 13F +40,282 shares

    3.62% of the 13F portfolio, value $12,817,317.

    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 263,376 shares
    Change vs previous 13F +17,249 shares

    3.54% of the 13F portfolio, value $11,119,675.

    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 246,127 shares
    Change vs previous 13F +21,216 shares

    3.34% of the 13F portfolio, value $10,475,133.

    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 224,911 shares
    Change vs previous 13F -2,897 shares

    3.31% of the 13F portfolio, value $9,617,134.

    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 227,808 shares
    Change vs previous 13F +9,659 shares

    3.58% of the 13F portfolio, value $9,627,134.

    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 218,149 shares
    Change vs previous 13F -11,339,026 shares

    3.7% of the 13F portfolio, value $9,175,314.

    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 11,557,175 shares
    Change vs previous 13F +11,364,629 shares

    3.17% of the 13F portfolio, value $486,696,553.

    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 192,546 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $8,315,992.

    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).