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ADVISORY RESEARCH INC: ESI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on ESI, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 33,577 ESI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,577 shares
    Change vs previous 13F -8,040 shares

    0.16% of the 13F portfolio, value $1,603,302.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,617 shares
    Change vs previous 13F -7,510 shares

    0.17% of the 13F portfolio, value $1,420,804.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,127 shares
    Change vs previous 13F -11,171 shares

    0.15% of the 13F portfolio, value $1,227,684.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,298 shares
    Change vs previous 13F -2,629 shares

    0.2% of the 13F portfolio, value $1,517,701.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 62,927 shares
    Change vs previous 13F +7,155 shares

    0.22% of the 13F portfolio, value $1,425,297.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,772 shares
    Change vs previous 13F -111,257 shares

    0.22% of the 13F portfolio, value $1,261,005.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 167,029 shares
    Change vs previous 13F +20,470 shares

    0.71% of the 13F portfolio, value $4,247,547.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 146,559 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,980,542.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).