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Disclosery

Focus Partners Wealth: EES position timeline

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

Focus Partners Wealth held 3,252 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 3,252 shares
    Change vs previous 13F -290 shares

    <0.01% of the 13F portfolio, value $220,482.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 3,542 shares
    Change vs previous 13F -680 shares

    <0.01% of the 13F portfolio, value $205,580.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 4,222 shares
    Change vs previous 13F +447 shares

    <0.01% of the 13F portfolio, value $240,358.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 3,775 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $210,909.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 3,975 shares
    Change vs previous 13F -2,350 shares

    <0.01% of the 13F portfolio, value $202,566.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 6,325 shares
    Change vs previous 13F -940 shares

    <0.01% of the 13F portfolio, value $308,913.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 7,265 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $391,874.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 7,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $383,229.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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