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Disclosery

Essential Planning, LLC.: DUSB position timeline

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

Essential Planning, LLC. held 19,764 DUSB 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 19,764 shares
    Change vs previous 13F +5,273 shares

    0.28% of the 13F portfolio, value $1,003,603.

    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 14,491 shares
    Change vs previous 13F +5,322 shares

    0.23% of the 13F portfolio, value $734,822.

    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 9,169 shares
    Change vs previous 13F +3,675 shares

    0.15% of the 13F portfolio, value $464,365.

    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 5,494 shares
    Change vs previous 13F +1,373 shares

    0.1% of the 13F portfolio, value $278,992.

    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 4,121 shares
    Change vs previous 13F +36 shares

    0.08% of the 13F portfolio, value $209,155.

    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 4,085 shares
    Change vs previous 13F -100,867 shares

    0.08% of the 13F portfolio, value $207,209.

    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 104,952 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,324,208.

    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).