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Disclosery

New Perspectives, Inc: EES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Perspectives, Inc on EES, newest first. How the timeline and the estimate are built.

New Perspectives, Inc held 20,533 EES shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,533 shares
    Change vs previous 13F -380 shares

    0.43% of the 13F portfolio, value $1,391,929.

    13F-HR 0001909565-26-000005 filed by New Perspectives, 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 20,913 shares
    Change vs previous 13F -1,015 shares

    0.42% of the 13F portfolio, value $1,213,970.

    13F-HR 0001909565-26-000004 filed by New Perspectives, 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 21,928 shares
    Change vs previous 13F -1,438 shares

    0.43% of the 13F portfolio, value $1,248,333.

    13F-HR 0001909565-26-000001 filed by New Perspectives, 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 23,366 shares
    Change vs previous 13F -2,539 shares

    0.58% of the 13F portfolio, value $1,305,476.

    13F-HR 0001909565-25-000006 filed by New Perspectives, 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 25,905 shares
    Change vs previous 13F -5,043 shares

    0.65% of the 13F portfolio, value $1,320,107.

    13F-HR 0001909565-25-000005 filed by New Perspectives, 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 30,948 shares
    Change vs previous 13F +8 shares

    0.81% of the 13F portfolio, value $1,511,492.

    13F-HR 0001909565-25-000004 filed by New Perspectives, Inc
    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 30,940 shares
    Change vs previous 13F -506 shares

    0.89% of the 13F portfolio, value $1,668,878.

    13F-HR 0001909565-25-000001 filed by New Perspectives, Inc
    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 31,446 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,658,769.

    13F-HR 0001909565-24-000003 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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