Essential Planning, LLC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$15.4B
Signature - Title
Hunter Lord - Manager
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by Essential Planning, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Essential Planning, LLC. reported 313 stock holdings with total value $15.4B as of Q4 2024. Top holdings included BND, DFAU, DFAI, VTI, and LLY.
Holdings Value