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Essential Partners’s Telos TLS Stock Holding History

Essential Partners’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.04K Sell
747
-367
-33% -$1.66K ﹤0.01% 1754
2026
Q2 		$5.12K Sell
1,114
-812
-42% -$3.59K ﹤0.01% 1537
2026
Q1 		$8.07K Buy
1,926
+1,868
+3,221% +$8.83K ﹤0.01% 1347
2025
Q4 		$296 Buy
58
+21
+57% +$131 ﹤0.01% 2342
2025
Q3 		$253 Buy
37
+19
+106% +$91 ﹤0.01% 2359
2025
Q2 		$57 Buy
+18
New +$47 ﹤0.01% 2139

Other funds holding TLS

WCM
Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's TLS Position: Q3 2026 in Review

Essential Partners reduced its Telos (TLS) stake by 33% in Q3 2026, selling an estimated $1.66K and leaving 747 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Essential Partners first reported a position in TLS in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.07K in Q1 2026. 10 funds tracked by Wall St. Rank hold TLS as of Q3 2026.

  • Essential Partners held 747 shares of Telos worth $3.04K as of Q3 2026.
  • Essential Partners sold 367 Telos shares in Q3 2026, an estimated $1.66K.
  • Telos made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1754 holding.
  • Essential Partners first reported a position in Telos in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Telos position peaked at $8.07K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Telos as of Q3 2026.

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