Essential Planning, LLC.
Position in STPZ — PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
CIK 1949824
PORTSMOUTH, NH
All Filings in STPZ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 STPZ | $1,065,858 | 19,698 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 STPZ | $1,114,840 | 20,776 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 STPZ | $1,132,795 | 20,908 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 STPZ | $1,291,224 | 23,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 STPZ | $1,336,832 | 24,747 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 STPZ | $78,616,418 | 1,503,182 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 STPZ | $1,336,874 | 25,310 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 STPZ | $1,350,179 | 26,146 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 STPZ | $1,289,869 | 25,046 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 STPZ | $1,281,102 | 25,046 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 STPZ | $994,136 | 19,847 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 STPZ | $998,807 | 19,857 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 STPZ | $924,844 | 18,120 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||