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Disclosery

Essential Planning, LLC.: DFSV position timeline

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

Essential Planning, LLC. held 13,645 DFSV 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 13,645 shares
    Change vs previous 13F -834 shares

    0.15% of the 13F portfolio, value $529,290.

    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 14,479 shares
    Change vs previous 13F -18 shares

    0.16% of the 13F portfolio, value $507,344.

    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 14,497 shares
    Change vs previous 13F -1,357 shares

    0.15% of the 13F portfolio, value $476,806.

    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 15,854 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $504,791.

    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 15,854 shares
    Change vs previous 13F +3,518 shares

    0.17% of the 13F portfolio, value $466,583.

    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 12,336 shares
    Change vs previous 13F -994,184 shares

    0.14% of the 13F portfolio, value $347,258.

    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 1,006,520 shares
    Change vs previous 13F +991,030 shares

    0.21% of the 13F portfolio, value $31,857,090.

    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 15,490 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $477,092.

    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).