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Disclosery

Essential Partners LLC: UBSI position timeline

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

Essential Partners LLC held 100 UBSI 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 100 shares
    Change vs previous 13F -260 shares

    <0.01% of the 13F portfolio, value $4,583.

    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 360 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $14,911.

    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 355 shares
    Change vs previous 13F +332 shares

    <0.01% of the 13F portfolio, value $13,632.

    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 23 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $856.

    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).