MONETA GROUP INVESTMENT ADVISORS LLC: ESE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONETA GROUP INVESTMENT ADVISORS LLC on ESE, newest first. How the timeline and the estimate are built.
MONETA GROUP INVESTMENT ADVISORS LLC held 22,041 ESE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 22,041 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $7,715,232.
13F-HR 0001120927-26-000008 filed by MONETA GROUP INVESTMENT ADVISORS 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 22,041 sharesChange vs previous 13F -500 shares
0.05% of the 13F portfolio, value $6,201,676.
13F-HR 0001120927-26-000006 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,541 sharesChange vs previous 13F -2,494 shares
0.03% of the 13F portfolio, value $4,404,286.
13F-HR 0001120927-26-000001 filed by MONETA GROUP INVESTMENT ADVISORS 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 25,035 sharesChange vs previous 13F -249 shares
0.04% of the 13F portfolio, value $5,285,139.
13F-HR 0001120927-25-000008 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,284 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $4,851,241.
13F-HR 0001120927-25-000004 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,284 sharesChange vs previous 13F -500 shares
0.06% of the 13F portfolio, value $4,023,190.
13F-HR 0001120927-25-000003 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,784 sharesChange vs previous 13F +21,562 shares
0.05% of the 13F portfolio, value $3,434,687.
13F-HR 0001120927-25-000002 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,222 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $544,554.
13F-HR 0001120927-24-000005 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).