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Disclosery

Essential Planning, LLC.: JPLD position timeline

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

Essential Planning, LLC. held 296,964 JPLD 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 296,964 shares
    Change vs previous 13F +68,107 shares

    4.38% of the 13F portfolio, value $15,498,600.

    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 228,857 shares
    Change vs previous 13F +67,141 shares

    3.8% of the 13F portfolio, value $11,944,077.

    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 161,716 shares
    Change vs previous 13F +64,756 shares

    2.7% of the 13F portfolio, value $8,464,034.

    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 96,960 shares
    Change vs previous 13F +43,870 shares

    1.75% of the 13F portfolio, value $5,087,948.

    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 53,090 shares
    Change vs previous 13F +14,660 shares

    1.03% of the 13F portfolio, value $2,772,877.

    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 38,430 shares
    Change vs previous 13F -831,019 shares

    0.81% of the 13F portfolio, value $1,998,361.

    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 869,449 shares
    Change vs previous 13F +858,625 shares

    0.29% of the 13F portfolio, value $44,919,177.

    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 10,824 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $564,473.

    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).