Skip to content
Disclosery

Essential Planning, LLC.: DFSD position timeline

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

Essential Planning, LLC. held 338,620 DFSD 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 338,620 shares
    Change vs previous 13F +75,071 shares

    4.57% of the 13F portfolio, value $16,169,046.

    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 263,549 shares
    Change vs previous 13F +58,361 shares

    4.01% of the 13F portfolio, value $12,618,705.

    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 205,188 shares
    Change vs previous 13F +61,762 shares

    3.14% of the 13F portfolio, value $9,838,765.

    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 143,426 shares
    Change vs previous 13F +33,511 shares

    2.38% of the 13F portfolio, value $6,911,656.

    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 109,915 shares
    Change vs previous 13F +14,791 shares

    1.96% of the 13F portfolio, value $5,277,006.

    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 95,124 shares
    Change vs previous 13F -4,073,423 shares

    1.82% of the 13F portfolio, value $4,520,261.

    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 4,168,547 shares
    Change vs previous 13F +4,101,536 shares

    1.28% of the 13F portfolio, value $197,211,534.

    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 67,011 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,199,090.

    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).