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Disclosery

MONEYWISE, INC.: ESUM position timeline

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

MONEYWISE, INC. held 290,812 ESUM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,812 shares
    Change vs previous 13F +13,294 shares

    3.32% of the 13F portfolio, value $8,909,031.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, 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 277,518 shares
    Change vs previous 13F +8,283 shares

    3.17% of the 13F portfolio, value $7,265,411.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, 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 269,235 shares
    Change vs previous 13F +20,425 shares

    3.02% of the 13F portfolio, value $7,250,510.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, 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 248,810 shares
    Change vs previous 13F +26,445 shares

    3.06% of the 13F portfolio, value $6,762,654.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, 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 222,365 shares
    Change vs previous 13F +162,938 shares

    2.71% of the 13F portfolio, value $5,779,551.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, 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 59,427 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,403,040.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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