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Disclosery

Smartleaf Asset Management LLC: EES position timeline

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

Smartleaf Asset Management LLC held 28,163 EES shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,163 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,903,019.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 28,163 shares
    Change vs previous 13F +3,054 shares

    0.06% of the 13F portfolio, value $1,605,305.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 25,109 shares
    Change vs previous 13F +6,612 shares

    0.05% of the 13F portfolio, value $1,439,787.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 18,497 shares
    Change vs previous 13F +540 shares

    0.06% of the 13F portfolio, value $1,031,591.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 17,957 shares
    Change vs previous 13F +626 shares

    0.08% of the 13F portfolio, value $915,640.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 17,331 shares
    Change vs previous 13F -95 shares

    0.08% of the 13F portfolio, value $847,917.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 17,426 shares
    Change vs previous 13F -777 shares

    0.1% of the 13F portfolio, value $936,573.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 18,203 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $953,486.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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