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Disclosery

Essential Partners LLC: SGOV position timeline

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

Essential Partners LLC held 28,700 SGOV 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 28,700 shares
    Change vs previous 13F +2,764 shares

    1.33% of the 13F portfolio, value $2,889,258.

    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 25,936 shares
    Change vs previous 13F +12,991 shares

    0.88% of the 13F portfolio, value $2,610,710.

    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 12,945 shares
    Change vs previous 13F +1,761 shares

    0.4% of the 13F portfolio, value $1,299,438.

    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 11,184 shares
    Change vs previous 13F -77 shares

    0.37% of the 13F portfolio, value $1,126,237.

    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 11,261 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,133,891.

    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).