Skip to main content

Essential Planning, LLC.

SEC CIK
0001949824
Latest filing
Aug 3, 2026

PRGS holding history

Progress Software Corp in every 13F filed by Essential Planning, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRGS overviewAll 13F holders of PRGSFull Q2 2026 holdings

Shares (Q2 2026)
6,169
Value
$207.2K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of PRGS by Essential Planning, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,169$207.2K0.1%+6,169NewHolders