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Shore Point Advisors, LLC: EES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shore Point Advisors, LLC on EES, newest first. How the timeline and the estimate are built.

Shore Point Advisors, LLC held 93,890 EES shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,890 shares
    Change vs previous 13F -398 shares

    2.18% of the 13F portfolio, value $6,364,808.

    13F-HR 0001907092-26-000004 filed by Shore Point 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 94,288 shares
    Change vs previous 13F -169,437 shares

    2.16% of the 13F portfolio, value $5,473,335.

    13F-HR 0001907092-26-000003 filed by Shore Point 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 263,725 shares
    Change vs previous 13F -739 shares

    6.35% of the 13F portfolio, value $15,013,896.

    13F-HR 0001907092-26-000001 filed by Shore Point 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 264,464 shares
    Change vs previous 13F -13,393 shares

    6.53% of the 13F portfolio, value $14,775,639.

    13F-HR 0001907092-25-000006 filed by Shore Point 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 277,857 shares
    Change vs previous 13F +9,847 shares

    6.8% of the 13F portfolio, value $14,159,615.

    13F-HR 0001907092-25-000004 filed by Shore Point Advisors, LLC
    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 268,010 shares
    Change vs previous 13F -12,864 shares

    6.93% of the 13F portfolio, value $13,089,623.

    13F-HR 0001907092-25-000002 filed by Shore Point Advisors, LLC
    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 280,874 shares
    Change vs previous 13F +1,593 shares

    8.15% of the 13F portfolio, value $15,150,363.

    13F-HR 0001907092-25-000001 filed by Shore Point Advisors, LLC
    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 279,281 shares
    Change vs previous 13F not available

    7.89% of the 13F portfolio, value $14,732,079.

    13F-HR 0001907092-24-000006 filed by Shore Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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