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Disclosery

Essential Planning, LLC.: IXUS position timeline

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

Essential Planning, LLC. held 7,214 IXUS 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 7,214 shares
    Change vs previous 13F -509 shares

    0.19% of the 13F portfolio, value $688,504.

    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 7,723 shares
    Change vs previous 13F -974 shares

    0.21% of the 13F portfolio, value $669,121.

    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 8,697 shares
    Change vs previous 13F +158 shares

    0.23% of the 13F portfolio, value $736,114.

    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 8,539 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $705,151.

    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 8,539 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $660,150.

    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 8,539 shares
    Change vs previous 13F -664,861 shares

    0.24% of the 13F portfolio, value $596,108.

    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 673,400 shares
    Change vs previous 13F +663,040 shares

    0.3% of the 13F portfolio, value $46,774,677.

    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 10,360 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $752,447.

    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).