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Disclosery

Essential Planning, LLC.: MINT position timeline

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

Essential Planning, LLC. held 36,001 MINT 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 36,001 shares
    Change vs previous 13F +8,764 shares

    1.03% of the 13F portfolio, value $3,629,219.

    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 27,237 shares
    Change vs previous 13F +8,069 shares

    0.87% of the 13F portfolio, value $2,739,159.

    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 19,168 shares
    Change vs previous 13F +7,623 shares

    0.61% of the 13F portfolio, value $1,923,139.

    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 11,545 shares
    Change vs previous 13F +1,675 shares

    0.4% of the 13F portfolio, value $1,162,452.

    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 9,870 shares
    Change vs previous 13F -69 shares

    0.37% of the 13F portfolio, value $992,283.

    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 9,939 shares
    Change vs previous 13F -542,602 shares

    0.4% of the 13F portfolio, value $1,000,016.

    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 552,541 shares
    Change vs previous 13F +543,936 shares

    0.36% of the 13F portfolio, value $55,527,904.

    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 8,605 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $866,377.

    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).