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Disclosery

Essential Planning, LLC.: IEMG position timeline

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

Essential Planning, LLC. held 34,102 IEMG 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 34,102 shares
    Change vs previous 13F +5,839 shares

    0.8% of the 13F portfolio, value $2,825,020.

    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 28,263 shares
    Change vs previous 13F +4,496 shares

    0.63% of the 13F portfolio, value $1,971,354.

    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 23,767 shares
    Change vs previous 13F +6,420 shares

    0.51% of the 13F portfolio, value $1,597,600.

    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 17,347 shares
    Change vs previous 13F +6,073 shares

    0.39% of the 13F portfolio, value $1,143,485.

    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 11,274 shares
    Change vs previous 13F +3,267 shares

    0.25% of the 13F portfolio, value $676,752.

    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 8,007 shares
    Change vs previous 13F -181,450 shares

    0.17% of the 13F portfolio, value $432,124.

    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 189,457 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,453,817.

    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).