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NAPLES GLOBAL ADVISORS, LLC: ESP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAPLES GLOBAL ADVISORS, LLC on ESP, newest first. How the timeline and the estimate are built.

NAPLES GLOBAL ADVISORS, LLC held 15,274 ESP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,274 shares
    Change vs previous 13F +397 shares

    0.06% of the 13F portfolio, value $1,028,687.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL 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 14,877 shares
    Change vs previous 13F +436 shares

    0.06% of the 13F portfolio, value $824,510.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL 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 14,441 shares
    Change vs previous 13F +932 shares

    0.05% of the 13F portfolio, value $680,609.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL 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 13,509 shares
    Change vs previous 13F +7,282 shares

    0.04% of the 13F portfolio, value $535,108.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL 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 6,227 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $284,628.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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