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Disclosery

Essential Planning, LLC.: IVV position timeline

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

Essential Planning, LLC. held 9,064 IVV 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 9,064 shares
    Change vs previous 13F -117 shares

    1.92% of the 13F portfolio, value $6,788,214.

    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 9,181 shares
    Change vs previous 13F -171 shares

    1.91% of the 13F portfolio, value $5,996,738.

    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 9,352 shares
    Change vs previous 13F +470 shares

    2.04% of the 13F portfolio, value $6,405,175.

    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 8,882 shares
    Change vs previous 13F -405 shares

    2.05% of the 13F portfolio, value $5,944,843.

    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 9,287 shares
    Change vs previous 13F -90 shares

    2.15% of the 13F portfolio, value $5,766,020.

    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 9,377 shares
    Change vs previous 13F -625,509 shares

    2.12% of the 13F portfolio, value $5,268,593.

    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 634,886 shares
    Change vs previous 13F +624,731 shares

    2.45% of the 13F portfolio, value $375,630,979.

    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 10,155 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $5,857,594.

    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).