Essential Partners LLC XZO — EXZEO GROUP INC COM SHS

Ownership history in Essential Partners LLC  ·  2 quarters on record

AI Ownership Summary

Essential Partners LLC reported EXZEO GROUP INC COM SHS (XZO) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. The latest visible filing shows XZO 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 XZO 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 EXZEO GROUP INC COM SHS, 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 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 XZO — position size vs. price
% of Fund (quarterly)    XZO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 32 -8 -20.0% 0.00% $463 2026-10-14 $15.83
2026 Q2 INITIATED — — — 40 — — 0.00% $675 2026-08-10 $15.88

FAQ About Essential Partners LLC and XZO

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 XZO?

Essential Partners LLC reported XZO across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

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

The largest reported portfolio weight for XZO was 0.00% in 2026 Q2.

What is the latest reported XZO position on this page?

The most recent filing on this page is 2026 Q3, when Essential Partners LLC reported 32 shares, equal to 0.00% of portfolio, with an estimated market value of $463.

What does the chart on this XZO ownership page compare?

The chart compares Essential Partners LLC's quarterly XZO 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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