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Disclosery

Essential Investment Partners LLC: IWF position timeline

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

Essential Investment Partners LLC held 3,308 IWF 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 3,308 shares
    Change vs previous 13F +2,481 shares

    0.33% of the 13F portfolio, value $410,754.

    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 827 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $352,633.

    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 827 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $391,419.

    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).