Essential Planning, LLC.

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$244M
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 83 stock holdings with total value $244M as of Q3 2024. Top holdings included BND, DFAU, DFAI, VTI, and LLY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 83 $244M +$8.09M -$2.19M +$5.91M BND, DFAU, DFAI, VTI, LLY 13F-HR 11/7/2024, 12:08 PM
Q2 2024 71 $227M +$60.6M -$45.7M +$14.9M BND, DFAU, DFAI, VTI, LLY 13F-HR 8/14/2024, 10:37 AM
Q1 2024 65 $192M +$1.6M -$54.9K +$1.54M BOND, DFAU, DFAI, VTI, DFCF 13F-HR 5/8/2024, 06:04 PM
Q4 2023 64 $198M +$8.29M -$6.07M +$2.22M BOND, DFAU, DFAI, VTI, DFCF 13F-HR 2/13/2024, 02:47 PM
Q3 2023 60 $178M +$11.1M -$2.86M +$8.22M BOND, DFAU, DFAI, VTI, LLY 13F-HR 11/8/2023, 04:55 PM
Q2 2023 58 $175M +$5.29M -$1.36M +$3.94M BOND, DFAU, VTI, DFAI, LLY 13F-HR 8/10/2023, 12:39 PM
Q1 2023 52 $164M +$31.9M -$7.37M +$24.5M BOND, DFAU, DFAI, VTI, DFCF 13F-HR 5/9/2023, 10:13 AM
Q4 2022 43 $130M +$113M -$84.5K +$113M BOND, DFAU, VTI, DFAI, VTIP 13F-HR 2/14/2023, 09:26 AM
Q3 2022 20 $17.3M $0 $0 SHY, FREL, BOND, DFAU, EES 13F-HR 11/9/2022, 02:55 PM