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Essential Planning, LLC.: VTIP position timeline

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

Essential Planning, LLC. held 116,587 VTIP 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 116,587 shares
    Change vs previous 13F -526 shares

    1.65% of the 13F portfolio, value $5,856,193.

    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 117,113 shares
    Change vs previous 13F +1,757 shares

    1.86% of the 13F portfolio, value $5,849,855.

    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 115,356 shares
    Change vs previous 13F -4,145 shares

    1.82% of the 13F portfolio, value $5,705,565.

    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 119,501 shares
    Change vs previous 13F +4,949 shares

    2.08% of the 13F portfolio, value $6,050,355.

    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 114,552 shares
    Change vs previous 13F +2,431 shares

    2.14% of the 13F portfolio, value $5,758,506.

    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 112,121 shares
    Change vs previous 13F -6,714,863 shares

    2.25% of the 13F portfolio, value $5,594,784.

    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 6,826,984 shares
    Change vs previous 13F +6,721,533 shares

    2.17% of the 13F portfolio, value $333,576,012.

    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 105,451 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $5,199,759.

    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).