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Disclosery

Essential Planning, LLC.: FBND position timeline

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

Essential Planning, LLC. held 164,190 FBND 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 164,190 shares
    Change vs previous 13F +44,249 shares

    2.11% of the 13F portfolio, value $7,469,088.

    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 119,941 shares
    Change vs previous 13F +28,327 shares

    1.74% of the 13F portfolio, value $5,471,728.

    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 91,614 shares
    Change vs previous 13F +34,329 shares

    1.35% of the 13F portfolio, value $4,217,920.

    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 57,285 shares
    Change vs previous 13F +23,253 shares

    0.91% of the 13F portfolio, value $2,648,832.

    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 34,032 shares
    Change vs previous 13F +9,807 shares

    0.58% of the 13F portfolio, value $1,556,975.

    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 24,225 shares
    Change vs previous 13F -546,040 shares

    0.45% of the 13F portfolio, value $1,105,878.

    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 570,265 shares
    Change vs previous 13F +563,280 shares

    0.17% of the 13F portfolio, value $26,030,200.

    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 6,985 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $326,486.

    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).