Skip to content
Disclosery

Essential Planning, LLC.: SUB position timeline

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

Essential Planning, LLC. held 2,879 SUB 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 2,879 shares
    Change vs previous 13F +333 shares

    0.09% of the 13F portfolio, value $306,559.

    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 2,546 shares
    Change vs previous 13F -94 shares

    0.09% of the 13F portfolio, value $271,149.

    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 2,640 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $281,688.

    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 2,640 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $281,899.

    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 2,640 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $280,738.

    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 2,640 shares
    Change vs previous 13F -167,010 shares

    0.11% of the 13F portfolio, value $278,784.

    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 169,650 shares
    Change vs previous 13F +167,040 shares

    0.12% of the 13F portfolio, value $17,920,129.

    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 2,610 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $277,156.

    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).