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Disclosery

Essential Planning, LLC.: IBTH position timeline

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

Essential Planning, LLC. held 25,888 IBTH 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 25,888 shares
    Change vs previous 13F +129 shares

    0.16% of the 13F portfolio, value $579,124.

    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 25,759 shares
    Change vs previous 13F -384 shares

    0.18% of the 13F portfolio, value $577,782.

    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 26,143 shares
    Change vs previous 13F -1,013 shares

    0.19% of the 13F portfolio, value $587,439.

    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 27,156 shares
    Change vs previous 13F -4,641 shares

    0.21% of the 13F portfolio, value $611,554.

    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 31,797 shares
    Change vs previous 13F +137 shares

    0.27% of the 13F portfolio, value $715,105.

    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 31,660 shares
    Change vs previous 13F -836,086 shares

    0.29% of the 13F portfolio, value $709,810.

    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 867,746 shares
    Change vs previous 13F +854,480 shares

    0.13% of the 13F portfolio, value $19,341,382.

    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 13,266 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $300,270.

    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).