Skip to content
Disclosery

LGT Financial Advisors LLC: ESUM position timeline

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

LGT Financial Advisors LLC held 3,248 ESUM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,248 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $99,502.

    13F-HR 0001398344-26-012650 filed by LGT Financial 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 3,248 shares
    Change vs previous 13F +308 shares

    0.44% of the 13F portfolio, value $85,033.

    13F-HR 0001398344-26-007386 filed by LGT Financial 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 2,940 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $79,174.

    13F-HR 0001398344-26-002969 filed by LGT Financial 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 2,940 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $79,909.

    13F-HR 0001398344-25-021019 filed by LGT Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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