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Disclosery

Essential Planning, LLC.: SHY position timeline

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

Essential Planning, LLC. held 33,346 SHY 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 33,346 shares
    Change vs previous 13F -1,113 shares

    0.77% of the 13F portfolio, value $2,738,067.

    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 34,459 shares
    Change vs previous 13F -1,673 shares

    0.9% of the 13F portfolio, value $2,845,293.

    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 36,132 shares
    Change vs previous 13F -4,105 shares

    0.95% of the 13F portfolio, value $2,992,448.

    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 40,237 shares
    Change vs previous 13F -1,310 shares

    1.15% of the 13F portfolio, value $3,338,110.

    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 41,547 shares
    Change vs previous 13F -737 shares

    1.28% of the 13F portfolio, value $3,442,575.

    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 42,284 shares
    Change vs previous 13F -2,411,782 shares

    1.41% of the 13F portfolio, value $3,498,168.

    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 2,454,066 shares
    Change vs previous 13F +2,405,880 shares

    1.31% of the 13F portfolio, value $201,794,212.

    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 48,186 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $4,006,604.

    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).