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Disclosery

Essential Planning, LLC.: VEA position timeline

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

Essential Planning, LLC. held 88,398 VEA 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 88,398 shares
    Change vs previous 13F +16,187 shares

    1.78% of the 13F portfolio, value $6,298,402.

    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 72,211 shares
    Change vs previous 13F +11,903 shares

    1.47% of the 13F portfolio, value $4,627,300.

    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 60,308 shares
    Change vs previous 13F +16,430 shares

    1.2% of the 13F portfolio, value $3,767,506.

    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 43,878 shares
    Change vs previous 13F +15,329 shares

    0.91% of the 13F portfolio, value $2,629,172.

    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 28,549 shares
    Change vs previous 13F +8,018 shares

    0.61% of the 13F portfolio, value $1,627,565.

    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 20,531 shares
    Change vs previous 13F -486,413 shares

    0.42% of the 13F portfolio, value $1,043,595.

    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 506,944 shares
    Change vs previous 13F +499,880 shares

    0.17% of the 13F portfolio, value $25,419,210.

    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 7,064 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $373,054.

    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).