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Disclosery

Essential Planning, LLC.: VBK position timeline

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

Essential Planning, LLC. held 15,534 VBK 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 15,534 shares
    Change vs previous 13F -273 shares

    1.61% of the 13F portfolio, value $5,680,746.

    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 15,807 shares
    Change vs previous 13F -396 shares

    1.52% of the 13F portfolio, value $4,777,494.

    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 16,203 shares
    Change vs previous 13F -58 shares

    1.56% of the 13F portfolio, value $4,895,058.

    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 16,261 shares
    Change vs previous 13F -602 shares

    1.67% of the 13F portfolio, value $4,839,496.

    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 16,863 shares
    Change vs previous 13F -107 shares

    1.74% of the 13F portfolio, value $4,669,848.

    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 16,970 shares
    Change vs previous 13F -1,092,439 shares

    1.72% of the 13F portfolio, value $4,272,364.

    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 1,109,409 shares
    Change vs previous 13F +1,091,640 shares

    2.04% of the 13F portfolio, value $313,303,525.

    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 17,769 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $4,750,876.

    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).