Skip to content
Disclosery

Essential Planning, LLC.: DFIC position timeline

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

Essential Planning, LLC. held 160,754 DFIC 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 160,754 shares
    Change vs previous 13F +30,548 shares

    1.69% of the 13F portfolio, value $5,989,670.

    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 130,206 shares
    Change vs previous 13F +21,294 shares

    1.47% of the 13F portfolio, value $4,626,198.

    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 108,912 shares
    Change vs previous 13F +29,961 shares

    1.2% of the 13F portfolio, value $3,753,106.

    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 78,951 shares
    Change vs previous 13F +27,233 shares

    0.89% of the 13F portfolio, value $2,588,797.

    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 51,718 shares
    Change vs previous 13F +14,651 shares

    0.6% of the 13F portfolio, value $1,607,939.

    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 37,067 shares
    Change vs previous 13F -790,726 shares

    0.41% of the 13F portfolio, value $1,029,347.

    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 827,793 shares
    Change vs previous 13F +817,166 shares

    0.14% of the 13F portfolio, value $22,145,598.

    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 10,627 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $299,045.

    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).