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Essential Partners’s LifeMD LFMD Stock Holding History

Essential Partners’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$93 Sell
32
-370
-92% -$1.33K ﹤0.01% 2703
2026
Q2 		$1.66K Buy
402
+227
+130% +$1K ﹤0.01% 2051
2026
Q1 		$632 Buy
+175
New +$605 ﹤0.01% 2366
2025
Q4 		– Sell
-33
Closed -$224 – 2853
2025
Q3 		$224 Sell
33
-62
-65% -$512 ﹤0.01% 2380
2025
Q2 		$1.29K Buy
+95
New +$897 ﹤0.01% 1444

Other funds holding LFMD

BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Essential Partners's LFMD Position: Q3 2026 in Review

Essential Partners reduced its LifeMD (LFMD) stake by 92% in Q3 2026, selling an estimated $1.33K and leaving 32 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Essential Partners first reported a position in LFMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.66K in Q2 2026. 9 funds tracked by Wall St. Rank hold LFMD as of Q3 2026.

  • Essential Partners held 32 shares of LifeMD worth $93 as of Q3 2026.
  • Essential Partners sold 370 LifeMD shares in Q3 2026, an estimated $1.33K.
  • LifeMD made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2703 holding.
  • Essential Partners first reported a position in LifeMD in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's LifeMD position peaked at $1.66K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held LifeMD as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.