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Disclosery

Essential Partners LLC: IVV position timeline

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

Essential Partners LLC held 6,368 IVV 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 6,368 shares
    Change vs previous 13F +1,018 shares

    2.2% of the 13F portfolio, value $4,769,002.

    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 5,350 shares
    Change vs previous 13F +267 shares

    1.18% of the 13F portfolio, value $3,494,551.

    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 5,083 shares
    Change vs previous 13F +215 shares

    1.07% of the 13F portfolio, value $3,481,778.

    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 4,868 shares
    Change vs previous 13F +154 shares

    1.07% of the 13F portfolio, value $3,258,152.

    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 4,714 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,926,923.

    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).