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Essential Partners LLC: UPS position timeline

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

Essential Partners LLC held 4,417 UPS 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 4,417 shares
    Change vs previous 13F -292 shares

    0.22% of the 13F portfolio, value $474,804.

    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 4,709 shares
    Change vs previous 13F -2,027 shares

    0.16% of the 13F portfolio, value $463,315.

    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 6,736 shares
    Change vs previous 13F +5,519 shares

    0.21% of the 13F portfolio, value $668,155.

    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 1,217 shares
    Change vs previous 13F -5,091 shares

    0.03% of the 13F portfolio, value $101,634.

    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 6,308 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $636,762.

    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).