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Essential Planning, LLC.: T position timeline

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

Essential Planning, LLC. held 10,273 T 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 10,273 shares
    Change vs previous 13F -81 shares

    0.06% of the 13F portfolio, value $212,656.

    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 10,354 shares
    Change vs previous 13F -773 shares

    0.1% of the 13F portfolio, value $300,164.

    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 11,127 shares
    Change vs previous 13F -640 shares

    0.09% of the 13F portfolio, value $276,385.

    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 11,767 shares
    Change vs previous 13F -45 shares

    0.11% of the 13F portfolio, value $332,310.

    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 11,812 shares
    Change vs previous 13F +30 shares

    0.13% of the 13F portfolio, value $341,853.

    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 11,782 shares
    Change vs previous 13F -745,214 shares

    0.13% of the 13F portfolio, value $333,185.

    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 756,996 shares
    Change vs previous 13F +745,294 shares

    0.11% of the 13F portfolio, value $17,030,355.

    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 11,702 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $257,434.

    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).