Skip to content
Disclosery

Essential Planning, LLC.: IUSB position timeline

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

Essential Planning, LLC. held 17,581 IUSB 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 17,581 shares
    Change vs previous 13F -1,082 shares

    0.23% of the 13F portfolio, value $811,363.

    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 18,663 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $862,044.

    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 18,663 shares
    Change vs previous 13F -1,721 shares

    0.28% of the 13F portfolio, value $868,576.

    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 20,384 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $952,137.

    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 20,384 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $942,352.

    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 20,384 shares
    Change vs previous 13F -1,601,504 shares

    0.38% of the 13F portfolio, value $939,295.

    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 1,621,888 shares
    Change vs previous 13F +1,596,884 shares

    0.49% of the 13F portfolio, value $74,477,879.

    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 25,004 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,178,188.

    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).