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Essential Planning, LLC.: EPS position timeline

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

Essential Planning, LLC. held 10,012 EPS 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 10,012 shares
    Change vs previous 13F -413 shares

    0.22% of the 13F portfolio, value $778,865.

    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 10,425 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $710,019.

    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 10,424 shares
    Change vs previous 13F -491 shares

    0.24% of the 13F portfolio, value $738,627.

    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 10,915 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $752,467.

    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 10,914 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $698,598.

    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 10,913 shares
    Change vs previous 13F -730,498 shares

    0.26% of the 13F portfolio, value $646,916.

    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 741,411 shares
    Change vs previous 13F +729,459 shares

    0.3% of the 13F portfolio, value $45,799,612.

    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 11,952 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $717,590.

    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).