Essential Partners LLC VTEX — VTEX SHS CL A

Ownership history in Essential Partners LLC  ·  3 quarters on record

AI Ownership Summary

Essential Partners LLC reported VTEX SHS CL A (VTEX) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows VTEX 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 VTEX 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 VTEX SHS 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

VTEX 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 VTEX — position size vs. price
% of Fund (quarterly)    VTEX 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 — — — 423 -1,290 -75.3% 0.00% $2K 2026-10-14 $4.06
2026 Q2 REDUCED 48.9% -10.5% ✅ 1,713 -1,642 -48.9% 0.00% $7K 2026-08-10 $4.03
2026 Q1 INITIATED — — — 3,355 — — 0.00% $13K 2026-05-21 $3.73

🏢 Other funds also holding VTEX

As of 2026 Q3 — sorted by position size

GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Essential Partners LLC and VTEX

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 VTEX?

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

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

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

What is the latest reported VTEX position on this page?

The most recent filing on this page is 2026 Q3, when Essential Partners LLC reported 423 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this VTEX ownership page compare?

The chart compares Essential Partners LLC's quarterly VTEX 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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