Essential Planning, LLC.

Business address
500 Market St., Unit 1 D, Portsmouth, NH, 03801
Top securities (13F)
BND, DFAU, DFAI, VTI, DFCF, DFAE, LLY, BSV, DFSD, VTIP, DFAC, IVV, MBB, DCOR, JPLD, VBK, SPY, BOND, FREL, and SHY
State of incorporation
NH
Fiscal year end
31 December
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Essential Planning, LLC. has filed 15 SEC EDGAR filings since 09 Nov 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-22673
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-22673
N-PX Open Document Open Filing 13 Aug 2025 13 Aug 2025 028-22673
13F-HR Open Document Open Filing 08 May 2025 31 Mar 2025 028-22673
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-22673
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-22673
N-PX Open Document Open Filing 16 Aug 2024 16 Aug 2024 028-22673
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-22673
13F-HR Open Document Open Filing 09 May 2024 31 Mar 2024 028-22673
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-22673
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-22673
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-22673
13F-HR Open Document Open Filing 09 May 2023 31 Mar 2023 028-22673
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-22673
13F-HR Open Document Open Filing 09 Nov 2022 30 Sep 2022 028-22673