Essential Partners LLC SAMG — SILVERCREST ASSET MGMT GROUP CL A

Ownership history in Essential Partners LLC  ·  3 quarters on record

AI Ownership Summary

Essential Partners LLC reported SILVERCREST ASSET MGMT GROUP CL A (SAMG) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows SAMG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SAMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Essential Partners LLC's position in SILVERCREST ASSET MGMT GROUP CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SAMG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Essential Partners LLC held SAMG — position size vs. price
% of Fund (quarterly)    SAMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 38 -2 -5.0% 0.00% $401 2026-10-14 $10.21
2026 Q2 REDUCED 21.6% +4.8% ❌ 40 -11 -21.6% 0.00% $404 2026-08-10 $9.71
2026 Q1 INITIATED — — — 51 — — 0.00% $685 2026-05-21 $11.44

FAQ About Essential Partners LLC and SAMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Essential Partners LLC reported owning SAMG?

Essential Partners LLC reported SAMG across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported SAMG position in Essential Partners LLC's portfolio?

The largest reported portfolio weight for SAMG was 0.00% in 2026 Q1.

What is the latest reported SAMG position on this page?

The most recent filing on this page is 2026 Q3, when Essential Partners LLC reported 38 shares, equal to 0.00% of portfolio, with an estimated market value of $401.

What does the chart on this SAMG ownership page compare?

The chart compares Essential Partners LLC's quarterly SAMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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