FIDUCIARY FAMILY OFFICE, LLC: ESI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FAMILY OFFICE, LLC on ESI, newest first. How the timeline and the estimate are built.
FIDUCIARY FAMILY OFFICE, LLC held 4,605 ESI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 4,605 sharesChange vs previous 13F +4,605 shares
0.06% of the 13F portfolio, value $219,889.
13F-HR 0001172661-26-003069 filed by FIDUCIARY FAMILY OFFICE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -8,555 shares
13F-HR 0001172661-26-001820 filed by FIDUCIARY FAMILY OFFICE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 8,555 sharesChange vs previous 13F -1,878 shares
0.06% of the 13F portfolio, value $213,789.
13F-HR 0001172661-26-000576 filed by FIDUCIARY FAMILY OFFICE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,433 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $262,599.
13F-HR 0001172661-25-004471 filed by FIDUCIARY FAMILY OFFICE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).