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Disclosery

Essential Planning, LLC.: SPY position timeline

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

Essential Planning, LLC. held 15,515 SPY 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 15,515 shares
    Change vs previous 13F +2,947 shares

    3.27% of the 13F portfolio, value $11,586,562.

    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 12,568 shares
    Change vs previous 13F +2,425 shares

    2.6% of the 13F portfolio, value $8,173,955.

    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 10,143 shares
    Change vs previous 13F +2,885 shares

    2.21% of the 13F portfolio, value $6,916,271.

    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 7,258 shares
    Change vs previous 13F +2,626 shares

    1.66% of the 13F portfolio, value $4,835,032.

    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 4,632 shares
    Change vs previous 13F +1,430 shares

    1.07% of the 13F portfolio, value $2,861,848.

    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 3,202 shares
    Change vs previous 13F -70,635 shares

    0.72% of the 13F portfolio, value $1,791,244.

    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 73,837 shares
    Change vs previous 13F +72,875 shares

    0.28% of the 13F portfolio, value $43,556,933.

    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 962 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $552,037.

    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).