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Disclosery

Essential Planning, LLC.: DTD position timeline

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

Essential Planning, LLC. held 3,656 DTD 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 3,656 shares
    Change vs previous 13F -94 shares

    0.1% of the 13F portfolio, value $340,929.

    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 3,750 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $323,834.

    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 3,749 shares
    Change vs previous 13F -510 shares

    0.1% of the 13F portfolio, value $318,185.

    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 4,259 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $357,765.

    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 4,258 shares
    Change vs previous 13F -63 shares

    0.13% of the 13F portfolio, value $338,574.

    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 4,321 shares
    Change vs previous 13F -287,184 shares

    0.13% of the 13F portfolio, value $332,512.

    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 291,505 shares
    Change vs previous 13F +287,021 shares

    0.15% of the 13F portfolio, value $22,709,015.

    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 4,484 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $343,859.

    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).