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Disclosery

Essential Planning, LLC.: STPZ position timeline

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

Essential Planning, LLC. held 18,749 STPZ 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 18,749 shares
    Change vs previous 13F -949 shares

    0.28% of the 13F portfolio, value $1,000,057.

    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 19,698 shares
    Change vs previous 13F -1,078 shares

    0.34% of the 13F portfolio, value $1,065,745.

    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 20,776 shares
    Change vs previous 13F -132 shares

    0.36% of the 13F portfolio, value $1,114,821.

    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 20,908 shares
    Change vs previous 13F -3,088 shares

    0.39% of the 13F portfolio, value $1,132,726.

    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 23,996 shares
    Change vs previous 13F -751 shares

    0.48% of the 13F portfolio, value $1,291,206.

    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 24,747 shares
    Change vs previous 13F -1,478,435 shares

    0.54% of the 13F portfolio, value $1,336,808.

    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 1,503,182 shares
    Change vs previous 13F +1,477,872 shares

    0.51% of the 13F portfolio, value $78,893,770.

    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 25,310 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,336,984.

    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).