Essential Planning, LLC.

Q3 2025 13F Holdings

Location
Portsmouth, NH
Holdings as of
9/30/2025
Value ($000)
$290,476
Num holdings
85
Date filed
10/28/2025
Form type
13F-HR
Prev filing
8/14/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type