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Essential Planning, LLC.: FREL position timeline

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

Essential Planning, LLC. held 135,769 FREL 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 135,769 shares
    Change vs previous 13F +849 shares

    1.12% of the 13F portfolio, value $3,977,936.

    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 134,920 shares
    Change vs previous 13F +1,139 shares

    1.15% of the 13F portfolio, value $3,630,623.

    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 133,781 shares
    Change vs previous 13F +1,808 shares

    1.15% of the 13F portfolio, value $3,597,293.

    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 131,973 shares
    Change vs previous 13F +470 shares

    1.26% of the 13F portfolio, value $3,670,078.

    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 131,503 shares
    Change vs previous 13F +2,189 shares

    1.32% of the 13F portfolio, value $3,555,747.

    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 129,314 shares
    Change vs previous 13F -7,810,496 shares

    1.43% of the 13F portfolio, value $3,552,216.

    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 7,939,810 shares
    Change vs previous 13F +7,813,298 shares

    1.48% of the 13F portfolio, value $227,231,216.

    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 126,512 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,729,488.

    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).