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Essential Planning, LLC. → HONA

Essential Planning, LLC. HONA Position History

Honeywell Aerospace Inc. • Industrials

Quarters held
5
Latest value
$13.6M
Q3 2026
Peak value
$13.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.6M
Q4 2025$10.5M
Q1 2026$11.1M
Q2 2026$12.8M
Q3 2026$13.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.6M338.2K——
Q2 2026$12.8M303.7K——
Q1 2026$11.1M263.4K——
Q4 2025$10.5M246.1K——
Q3 2025$9.6M224.9K——

Other funds holding HONA

Other Essential Planning, LLC. positions

VGES

VANGUARD BD INDEX FDS

$56.8M
VGES

VANGUARD BD INDEX FDS

$54.5M
VGES

VANGUARD BD INDEX FDS

$52.7M
VGES

VANGUARD BD INDEX FDS

$49.7M
VGES

VANGUARD BD INDEX FDS

$45.5M
VGES

VANGUARD INDEX FDS

$27.7M
VGES

VANGUARD INDEX FDS

$26.1M
VGES

VANGUARD INDEX FDS

$21.3M