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Disclosery

Essential Planning, LLC.: MBB position timeline

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

Essential Planning, LLC. held 49,158 MBB 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 49,158 shares
    Change vs previous 13F -2,432 shares

    1.31% of the 13F portfolio, value $4,646,455.

    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 51,590 shares
    Change vs previous 13F -1,841 shares

    1.56% of the 13F portfolio, value $4,898,536.

    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 53,431 shares
    Change vs previous 13F -2,888 shares

    1.62% of the 13F portfolio, value $5,087,770.

    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 56,319 shares
    Change vs previous 13F -192 shares

    1.84% of the 13F portfolio, value $5,358,820.

    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 56,511 shares
    Change vs previous 13F +2,015 shares

    1.98% of the 13F portfolio, value $5,305,921.

    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 54,496 shares
    Change vs previous 13F -3,257,033 shares

    2.06% of the 13F portfolio, value $5,110,691.

    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 3,311,529 shares
    Change vs previous 13F +3,260,687 shares

    2.01% of the 13F portfolio, value $308,456,597.

    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 50,842 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,871,186.

    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).