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Disclosery

ESL Trust Services, LLC: XSOE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ESL Trust Services, LLC on XSOE, newest first. How the timeline and the estimate are built.

ESL Trust Services, LLC held 958,864 XSOE 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 958,864 shares
    Change vs previous 13F +72 shares

    8.04% of the 13F portfolio, value $47,156,932.

    13F-HR 0001785545-26-000008 filed by ESL Trust Services, LLC
    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 958,792 shares
    Change vs previous 13F +1,317 shares

    7.34% of the 13F portfolio, value $38,447,561.

    13F-HR 0001785545-26-000005 filed by ESL Trust Services, LLC
    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 957,475 shares
    Change vs previous 13F 0 shares

    7.17% of the 13F portfolio, value $37,360,676.

    13F-HR 0001785545-26-000002 filed by ESL Trust Services, LLC
    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 957,475 shares
    Change vs previous 13F -23,469 shares

    7.13% of the 13F portfolio, value $36,326,601.

    13F-HR 0001785545-25-000009 filed by ESL Trust Services, LLC
    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 980,944 shares
    Change vs previous 13F +3,487 shares

    6.91% of the 13F portfolio, value $33,822,949.

    13F-HR 0001785545-25-000005 filed by ESL Trust Services, LLC
    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 977,457 shares
    Change vs previous 13F -500 shares

    6.81% of the 13F portfolio, value $30,174,097.

    13F-HR 0001785545-25-000002 filed by ESL Trust Services, LLC
    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 977,957 shares
    Change vs previous 13F +86 shares

    6.64% of the 13F portfolio, value $29,808,129.

    13F-HR 0001785545-25-000001 filed by ESL Trust Services, LLC
    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 977,871 shares
    Change vs previous 13F not available

    7.31% of the 13F portfolio, value $32,299,081.

    13F-HR 0001785545-24-000006 filed by ESL Trust Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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