Skip to content
Disclosery

Essential Partners LLC: WSFS position timeline

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

Essential Partners LLC held 216 WSFS 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 216 shares
    Change vs previous 13F -478 shares

    0.01% of the 13F portfolio, value $16,574.

    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 694 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $45,429.

    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 694 shares
    Change vs previous 13F +263 shares

    0.01% of the 13F portfolio, value $38,337.

    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 431 shares
    Change vs previous 13F +427 shares

    0.01% of the 13F portfolio, value $23,244.

    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 4 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220.

    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).