Essential Planning, LLC.

Q4 2025 13F Holdings

Location
Portsmouth, NH
Holdings as of
12/31/2025
Value ($000)
$313,564
Num holdings
90
Date filed
1/15/2026
Form type
13F-HR
Prev filing
10/28/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type