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TopTier Wealth Management, LLC: EES position timeline

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

TopTier Wealth Management, LLC held 93,282 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 93,282 shares
    Change vs previous 13F -1,448 shares

    3.82% of the 13F portfolio, value $6,323,591.

    13F-HR 0001754960-26-000502 filed by TopTier Wealth 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 94,730 shares
    Change vs previous 13F -314 shares

    3.38% of the 13F portfolio, value $5,498,932.

    13F-HR 0001754960-26-000365 filed by TopTier Wealth 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 95,044 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $5,410,849.

    13F-HR 0002109367-26-000001 filed by TopTier Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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