PATRICK M SWEENEY & ASSOCIATES, INC: ES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRICK M SWEENEY & ASSOCIATES, INC on ES, newest first. How the timeline and the estimate are built.

PATRICK M SWEENEY & ASSOCIATES, INC held 4,915 ES shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 4,915 shares
Change vs previous 13F +252 shares
0.2% of the 13F portfolio, value $355,198.
13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,663 shares
Change vs previous 13F +78 shares
0.21% of the 13F portfolio, value $323,034.
13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,585 shares
Change vs previous 13F +322 shares
0.19% of the 13F portfolio, value $308,740.
13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,263 shares
Change vs previous 13F +197 shares
0.2% of the 13F portfolio, value $303,291.
13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,066 shares
Change vs previous 13F +212 shares
0.18% of the 13F portfolio, value $262,476.
13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,854 shares
Change vs previous 13F +3,854 shares
0.18% of the 13F portfolio, value $239,372.
13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -3,174 shares
13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 3,174 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $215,991.
13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).