Essential Planning, LLC.

Q3 2026 13F Holdings

Location
Portsmouth, NH
Holdings as of
9/30/2026
Value ($000)
$365,452
Num holdings
88
Date filed
10/21/2026
Form type
13F-HR
Prev filing
8/3/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type