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Disclosery

Essential Planning, LLC.: DFUV position timeline

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

Essential Planning, LLC. held 6,195 DFUV 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 6,195 shares
    Change vs previous 13F +20 shares

    0.1% of the 13F portfolio, value $340,809.

    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 6,175 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $299,220.

    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 6,152 shares
    Change vs previous 13F +21 shares

    0.09% of the 13F portfolio, value $286,635.

    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 6,131 shares
    Change vs previous 13F +27 shares

    0.09% of the 13F portfolio, value $273,982.

    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 6,104 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $258,062.

    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 6,075 shares
    Change vs previous 13F -385,758 shares

    0.1% of the 13F portfolio, value $250,360.

    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 391,833 shares
    Change vs previous 13F +385,808 shares

    0.11% of the 13F portfolio, value $16,626,485.

    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 6,025 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $251,179.

    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).