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Disclosery

Essential Planning, LLC.: DFEM position timeline

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

Essential Planning, LLC. held 68,715 DFEM 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 68,715 shares
    Change vs previous 13F +11,706 shares

    0.79% of the 13F portfolio, value $2,792,561.

    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 57,009 shares
    Change vs previous 13F +9,179 shares

    0.63% of the 13F portfolio, value $1,969,644.

    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 47,830 shares
    Change vs previous 13F +13,176 shares

    0.5% of the 13F portfolio, value $1,582,202.

    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 34,654 shares
    Change vs previous 13F +12,223 shares

    0.38% of the 13F portfolio, value $1,111,370.

    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 22,431 shares
    Change vs previous 13F +6,646 shares

    0.25% of the 13F portfolio, value $665,734.

    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 15,785 shares
    Change vs previous 13F -321,216 shares

    0.17% of the 13F portfolio, value $417,669.

    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 337,001 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,134,513.

    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).