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CIK 0001949824 • 7 13F filings • May 8, 2025 – Oct 21, 2026
Import this data to Google Sheets with:
=jivedata("essential-planning-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001949824-25-000003 |
| $290.5M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001949824-26-000004 | $353.9M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005237 | $268.6M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001949824-26-000002 | $314.5M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002778 | $248.2M | View |