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Disclosery

Essential Planning, LLC.: EUSB position timeline

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

Essential Planning, LLC. held 13,177 EUSB 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 13,177 shares
    Change vs previous 13F +151 shares

    0.16% of the 13F portfolio, value $572,529.

    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 13,026 shares
    Change vs previous 13F -275 shares

    0.18% of the 13F portfolio, value $566,649.

    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 13,301 shares
    Change vs previous 13F +13 shares

    0.19% of the 13F portfolio, value $584,040.

    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 13,288 shares
    Change vs previous 13F +10 shares

    0.2% of the 13F portfolio, value $583,588.

    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 13,278 shares
    Change vs previous 13F +284 shares

    0.22% of the 13F portfolio, value $578,243.

    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 12,994 shares
    Change vs previous 13F -864,106 shares

    0.23% of the 13F portfolio, value $562,900.

    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 877,100 shares
    Change vs previous 13F +863,546 shares

    0.25% of the 13F portfolio, value $37,882,981.

    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 13,554 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $600,442.

    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).