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Disclosery

Strategic Equity Management: ESUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Equity Management on ESUM, newest first. How the timeline and the estimate are built.

Strategic Equity Management held 542,739 ESUM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 542,739 shares
    Change vs previous 13F +18,317 shares

    5.58% of the 13F portfolio, value $16,626,804.

    13F-HR 0001843578-26-000005 filed by Strategic Equity Management
    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 524,422 shares
    Change vs previous 13F -5,876 shares

    5.16% of the 13F portfolio, value $13,729,367.

    13F-HR 0001843578-26-000003 filed by Strategic Equity Management
    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 530,298 shares
    Change vs previous 13F +42,752 shares

    4.84% of the 13F portfolio, value $14,280,935.

    13F-HR 0001843578-26-000001 filed by Strategic Equity Management
    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 487,546 shares
    Change vs previous 13F +14,014 shares

    4.91% of the 13F portfolio, value $13,251,502.

    13F-HR 0001843578-25-000008 filed by Strategic Equity Management
    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 473,532 shares
    Change vs previous 13F +409,363 shares

    4.53% of the 13F portfolio, value $12,307,710.

    13F-HR 0001843578-25-000006 filed by Strategic Equity Management
    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 64,169 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,515,014.

    13F-HR 0001843578-25-000003 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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