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Disclosery

Essential Planning, LLC.: VXUS position timeline

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

Essential Planning, LLC. held 9,365 VXUS 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 9,365 shares
    Change vs previous 13F -781 shares

    0.23% of the 13F portfolio, value $800,918.

    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 10,146 shares
    Change vs previous 13F -1,061 shares

    0.25% of the 13F portfolio, value $782,632.

    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 11,207 shares
    Change vs previous 13F -463 shares

    0.27% of the 13F portfolio, value $845,721.

    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 11,670 shares
    Change vs previous 13F -772 shares

    0.3% of the 13F portfolio, value $857,490.

    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 12,442 shares
    Change vs previous 13F -1,994 shares

    0.32% of the 13F portfolio, value $859,794.

    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 14,436 shares
    Change vs previous 13F -755,041 shares

    0.36% of the 13F portfolio, value $896,650.

    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 769,477 shares
    Change vs previous 13F +755,957 shares

    0.31% of the 13F portfolio, value $47,689,411.

    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 13,520 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $875,509.

    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).