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Cambridge Investment Research Advisors, Inc.: ESUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Investment Research Advisors, Inc. on ESUM, newest first. How the timeline and the estimate are built.

Cambridge Investment Research Advisors, Inc. held 118,985 ESUM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 118,985 shares
    Change vs previous 13F +6,104 shares

    0.01% of the 13F portfolio, value $3,645,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, 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 112,881 shares
    Change vs previous 13F +14,878 shares

    0.01% of the 13F portfolio, value $2,955,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, 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 98,003 shares
    Change vs previous 13F +28,744 shares

    0.01% of the 13F portfolio, value $2,639,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, 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 69,259 shares
    Change vs previous 13F +27,386 shares

    0.01% of the 13F portfolio, value $1,882,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, 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 41,873 shares
    Change vs previous 13F +24,587 shares

    <0.01% of the 13F portfolio, value $1,088,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, 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 17,286 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $408,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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