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Disclosery

Essential Investment Partners LLC: FNDX position timeline

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

Essential Investment Partners LLC held 25,309 FNDX 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 25,309 shares
    Change vs previous 13F +2,350 shares

    0.63% of the 13F portfolio, value $787,110.

    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 22,959 shares
    Change vs previous 13F +375 shares

    0.59% of the 13F portfolio, value $639,408.

    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 22,584 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $614,511.

    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).