Essential Planning, LLC. has filed its 13F-HR report for the third quarter of 2026, detailing its investment holdings as of September 30. This filing is significant as it sheds light on the company's asset management strategies and investment decisions.
Background
Essential Planning, LLC. is an institutional investment manager based in Portsmouth, New Hampshire. The company primarily engages in asset management, focusing on various investment strategies. The latest filing is part of a series of 13F-HR reports, with the most recent prior submission dated August 3, 2026.
What the Filing Says
The filing, dated October 21, 2026, confirms the period of the report as September 30, 2026. It was accepted by the SEC on the same day. However, specific details about the holdings or investment strategies were not disclosed in the filing.
Impact
This filing may affect stakeholders, including investors and analysts interested in the asset management sector. It provides a snapshot of Essential Planning's investment posture, which can influence market perceptions and competitive strategies among peers.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 21, 2026, and accepted by the SEC on the same day. The report covers the investment holdings of Essential Planning, LLC. as of September 30, 2026. The filing includes two documents, with one being the primary document and the other an information table that outlines the company's holdings.
Company Information
Essential Planning, LLC. is registered with the SEC under the Central Index Key (CIK) number 0001949824. The firm operates out of Portsmouth, New Hampshire, with a mailing and business address listed as 500 Market St., Unit 1D, Portsmouth, NH 03801. The company has an Employer Identification Number (EIN) of 020488298 and was incorporated in New Hampshire.
Document Availability
The filing includes various document formats, such as HTML and XML versions of the primary document and the information table. The information table is particularly significant as it provides detailed insights into the specific securities held by the firm, although the current summary does not disclose this information.
Missing Information
The filing does not include specific details regarding the individual holdings or the investment strategies employed by Essential Planning, LLC. Additionally, there is no commentary on market conditions or future outlooks that could provide further context for the company's investment decisions.