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Disclosery

Essential Partners LLC: EXE position timeline

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

Essential Partners LLC held 3,321 EXE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,321 shares
    Change vs previous 13F +2,695 shares

    0.14% of the 13F portfolio, value $302,842.

    13F-HR 0002136442-26-000008 filed by Essential 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 626 shares
    Change vs previous 13F -1,107 shares

    0.02% of the 13F portfolio, value $68,722.

    13F-HR 0002136442-26-000001 filed by Essential 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 1,733 shares
    Change vs previous 13F +352 shares

    0.06% of the 13F portfolio, value $191,254.

    13F-HR 0002136442-26-000002 filed by Essential Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,381 shares
    Change vs previous 13F +1,368 shares

    0.05% of the 13F portfolio, value $146,717.

    13F-HR 0002136442-26-000003 filed by Essential Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,520.

    13F-HR 0002136442-26-000004 filed by Essential Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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