Skip to content
Disclosery

Essential Investment Partners LLC: CAIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essential Investment Partners LLC on CAIE, newest first. How the timeline and the estimate are built.

Essential Investment Partners LLC held 12,390 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,390 shares
    Change vs previous 13F +1,060 shares

    0.27% of the 13F portfolio, value $337,132.

    13F-HR 0002145170-26-000003 filed by Essential Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,330 shares
    Change vs previous 13F +11,140 shares

    0.26% of the 13F portfolio, value $284,836.

    13F-HR 0002145170-26-000002 filed by Essential Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 190 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,081.

    13F-HR 0002145170-26-000001 filed by Essential Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).