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Disclosery

Essential Planning, LLC.: IBTI position timeline

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

Essential Planning, LLC. held 91,472 IBTI 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 91,472 shares
    Change vs previous 13F -774 shares

    0.57% of the 13F portfolio, value $2,025,190.

    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 92,246 shares
    Change vs previous 13F -3,358 shares

    0.65% of the 13F portfolio, value $2,055,526.

    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 95,604 shares
    Change vs previous 13F +83,105 shares

    0.68% of the 13F portfolio, value $2,138,189.

    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 12,499 shares
    Change vs previous 13F +78 shares

    0.1% of the 13F portfolio, value $279,794.

    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 12,421 shares
    Change vs previous 13F +77 shares

    0.1% of the 13F portfolio, value $277,740.

    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 12,344 shares
    Change vs previous 13F -487,663 shares

    0.11% of the 13F portfolio, value $274,644.

    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 500,007 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,025,655.

    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).