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Disclosery

Essential Partners LLC: PFG position timeline

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

Essential Partners LLC held 1,394 PFG 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 1,394 shares
    Change vs previous 13F +73 shares

    0.07% of the 13F portfolio, value $150,245.

    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 1,321 shares
    Change vs previous 13F -999 shares

    0.04% of the 13F portfolio, value $119,035.

    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 2,320 shares
    Change vs previous 13F +1,331 shares

    0.06% of the 13F portfolio, value $204,647.

    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 989 shares
    Change vs previous 13F +127 shares

    0.03% of the 13F portfolio, value $81,998.

    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 862 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $68,469.

    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).