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Disclosery

CAPTRUST FINANCIAL ADVISORS: ES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ES, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 127,014 ES 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 127,014 shares
    Change vs previous 13F +54,373 shares

    0.01% of the 13F portfolio, value $9,179,305.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 72,641 shares
    Change vs previous 13F +15,914 shares

    0.01% of the 13F portfolio, value $5,031,175.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 56,727 shares
    Change vs previous 13F -1,317 shares

    0.01% of the 13F portfolio, value $3,819,411.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 58,044 shares
    Change vs previous 13F +10,795 shares

    0.01% of the 13F portfolio, value $4,129,244.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 47,249 shares
    Change vs previous 13F +2,437 shares

    0.01% of the 13F portfolio, value $3,005,956.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 44,812 shares
    Change vs previous 13F +7,855 shares

    0.01% of the 13F portfolio, value $2,783,250.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,957 shares
    Change vs previous 13F +505 shares

    0.01% of the 13F portfolio, value $2,122,469.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,480,590.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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