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Value $
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$15.4B
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Signature - Title
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Hunter Lord - Manager
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Location
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Portsmouth, NH
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Summary
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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.