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Disclosery

Essential Planning, LLC.: VMBS position timeline

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

Essential Planning, LLC. held 21,818 VMBS 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 21,818 shares
    Change vs previous 13F -939 shares

    0.29% of the 13F portfolio, value $1,021,310.

    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 22,757 shares
    Change vs previous 13F -120 shares

    0.34% of the 13F portfolio, value $1,068,467.

    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 22,877 shares
    Change vs previous 13F -616 shares

    0.34% of the 13F portfolio, value $1,077,058.

    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 23,493 shares
    Change vs previous 13F -2,822 shares

    0.38% of the 13F portfolio, value $1,103,245.

    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 26,315 shares
    Change vs previous 13F -143 shares

    0.45% of the 13F portfolio, value $1,219,478.

    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 26,458 shares
    Change vs previous 13F -1,643,611 shares

    0.49% of the 13F portfolio, value $1,225,282.

    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 1,670,069 shares
    Change vs previous 13F +1,641,878 shares

    0.5% of the 13F portfolio, value $76,841,303.

    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 28,191 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,330,876.

    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).