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Disclosery

Essential Partners LLC: TER position timeline

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

Essential Partners LLC held 2,025 TER 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 2,025 shares
    Change vs previous 13F -7,757 shares

    0.45% of the 13F portfolio, value $979,776.

    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 9,782 shares
    Change vs previous 13F +181 shares

    0.98% of the 13F portfolio, value $2,899,972.

    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 9,601 shares
    Change vs previous 13F +796 shares

    0.57% of the 13F portfolio, value $1,858,370.

    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 8,805 shares
    Change vs previous 13F -43 shares

    0.4% of the 13F portfolio, value $1,211,920.

    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 8,848 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $795,612.

    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).