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Essential Partners LLC → WHG

Essential Partners LLC WHG Position History

Westwood Holdings Group, Inc.

Quarters held
5
Latest value
$428
Q3 2026
Peak value
$479
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$16
Q4 2025$34
Q1 2026$115
Q2 2026$479
Q3 2026$428

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$42823——
Q2 2026$47925——
Q1 2026$1157——
Q4 2025$342——
Q3 2025$161——

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