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Disclosery

CAPTRUST FINANCIAL ADVISORS: ESI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 30,689 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 30,689 shares
    Change vs previous 13F +936 shares

    <0.01% of the 13F portfolio, value $1,465,414.

    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 29,753 shares
    Change vs previous 13F +10,897 shares

    <0.01% of the 13F portfolio, value $1,015,775.

    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 18,856 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $471,216.

    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 18,976 shares
    Change vs previous 13F -908 shares

    <0.01% of the 13F portfolio, value $477,628.

    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 19,884 shares
    Change vs previous 13F -11,600 shares

    <0.01% of the 13F portfolio, value $450,373.

    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 31,484 shares
    Change vs previous 13F +4,833 shares

    <0.01% of the 13F portfolio, value $711,853.

    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 26,651 shares
    Change vs previous 13F +2,111 shares

    <0.01% of the 13F portfolio, value $677,735.

    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 24,540 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $666,506.

    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).