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Invera Wealth Advisors, LLC: ESML position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invera Wealth Advisors, LLC on ESML, newest first. How the timeline and the estimate are built.

Invera Wealth Advisors, LLC held 34,121 ESML shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,121 shares
    Change vs previous 13F -409 shares

    1.02% of the 13F portfolio, value $1,908,388.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, 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 34,530 shares
    Change vs previous 13F -49,502 shares

    1.04% of the 13F portfolio, value $1,623,601.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, 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 84,032 shares
    Change vs previous 13F -1,484 shares

    2.44% of the 13F portfolio, value $3,863,791.

    13F-HR 0001976780-26-000001 filed by Invera Wealth Advisors, 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 85,516 shares
    Change vs previous 13F -1,170 shares

    2.38% of the 13F portfolio, value $3,855,061.

    13F-HR 0001976780-25-000009 filed by Invera Wealth Advisors, 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 86,686 shares
    Change vs previous 13F -1,726 shares

    2.34% of the 13F portfolio, value $3,582,732.

    13F-HR 0001976780-25-000007 filed by Invera Wealth Advisors, 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/A 88,412 shares
    Change vs previous 13F -2,344 shares

    2.19% of the 13F portfolio, value $3,395,905.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, 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 90,756 shares
    Change vs previous 13F -2,076 shares

    3.95% of the 13F portfolio, value $3,990,520.

    13F-HR 0001976780-25-000001 filed by Invera Wealth Advisors, 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 92,832 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $4,129,179.

    13F-HR 0001976780-24-000009 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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