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Disclosery

Essential Partners LLC: UFCS position timeline

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

Essential Partners LLC held 205 UFCS 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 205 shares
    Change vs previous 13F -1,369 shares

    <0.01% of the 13F portfolio, value $10,750.

    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 1,574 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $58,332.

    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 1,579 shares
    Change vs previous 13F +125 shares

    0.02% of the 13F portfolio, value $57,397.

    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 1,454 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $44,231.

    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 1,466 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $42,074.

    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).