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Disclosery

Finivi Inc.: ES position timeline

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

Finivi Inc. held 13,437 ES shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,437 shares
    Change vs previous 13F -11 shares

    0.5% of the 13F portfolio, value $971,073.

    13F-HR 0002085853-26-000668 filed by Finivi 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 13,448 shares
    Change vs previous 13F +4,243 shares

    0.51% of the 13F portfolio, value $931,657.

    13F-HR 0002085853-26-000338 filed by Finivi 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 9,205 shares
    Change vs previous 13F -4,197 shares

    0.36% of the 13F portfolio, value $619,739.

    13F-HR 0002085853-26-000104 filed by Finivi 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 13,402 shares
    Change vs previous 13F -6,376 shares

    0.61% of the 13F portfolio, value $953,427.

    13F-HR 0002085853-25-000310 filed by Finivi 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 19,778 shares
    Change vs previous 13F -4,915 shares

    0.85% of the 13F portfolio, value $1,258,273.

    13F-HR 0002085853-25-000309 filed by Finivi 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 24,693 shares
    Change vs previous 13F -56 shares

    1.23% of the 13F portfolio, value $1,533,668.

    13F-HR 0002085853-25-000308 filed by Finivi Inc.
    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 24,749 shares
    Change vs previous 13F +15,292 shares

    1.14% of the 13F portfolio, value $1,421,334.

    13F-HR 0002085853-25-000307 filed by Finivi Inc.
    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 9,457 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $643,544.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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