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Disclosery

Essential Investment Partners LLC: PDI position timeline

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

Essential Investment Partners LLC held 29,831 PDI 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 29,831 shares
    Change vs previous 13F -186 shares

    0.4% of the 13F portfolio, value $498,178.

    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 30,017 shares
    Change vs previous 13F -25,976 shares

    0.48% of the 13F portfolio, value $513,591.

    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 55,993 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $991,636.

    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).