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Disclosery

Essential Planning, LLC.: IBTG position timeline

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

Essential Planning, LLC. held 54,816 IBTG 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 54,816 shares
    Change vs previous 13F -918 shares

    0.35% of the 13F portfolio, value $1,254,728.

    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 55,734 shares
    Change vs previous 13F -408 shares

    0.41% of the 13F portfolio, value $1,277,143.

    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 56,142 shares
    Change vs previous 13F -968 shares

    0.41% of the 13F portfolio, value $1,284,241.

    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 57,110 shares
    Change vs previous 13F -4,536 shares

    0.45% of the 13F portfolio, value $1,310,674.

    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 61,646 shares
    Change vs previous 13F -10,761 shares

    0.53% of the 13F portfolio, value $1,413,543.

    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 72,407 shares
    Change vs previous 13F -3,353,179 shares

    0.67% of the 13F portfolio, value $1,661,011.

    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 3,425,586 shares
    Change vs previous 13F +3,372,976 shares

    0.51% of the 13F portfolio, value $78,223,482.

    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 52,610 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,213,450.

    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).