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Disclosery

Essential Planning, LLC.: EES position timeline

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

Essential Planning, LLC. held 7,540 EES 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 7,540 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $511,103.

    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 7,538 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $437,596.

    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 7,538 shares
    Change vs previous 13F -266 shares

    0.14% of the 13F portfolio, value $429,133.

    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 7,804 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $436,006.

    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 7,803 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $397,636.

    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 7,802 shares
    Change vs previous 13F -528,978 shares

    0.15% of the 13F portfolio, value $381,041.

    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 536,780 shares
    Change vs previous 13F +527,868 shares

    0.19% of the 13F portfolio, value $29,435,639.

    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 8,912 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $470,108.

    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).