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Disclosery

Focus Partners Wealth: ES position timeline

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

Focus Partners Wealth held 268,140 ES 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 268,140 shares
    Change vs previous 13F -99,990 shares

    0.02% of the 13F portfolio, value $19,379,350.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 231,611 shares
    • Focus Partners Advisor Solutions, LLC: 36,529 shares

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

  2. period ended2026-03-31
    13F 368,130 shares
    Change vs previous 13F +205,900 shares

    0.03% of the 13F portfolio, value $25,487,000.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 350,927 shares
    • Focus Partners Advisor Solutions, LLC: 17,203 shares

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

  3. period ended2025-12-31
    13F 162,230 shares
    Change vs previous 13F +39,023 shares

    0.01% of the 13F portfolio, value $10,923,031.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 151,171 shares
    • Focus Partners Advisor Solutions, LLC: 11,059 shares

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

  4. period ended2025-09-30
    13F 123,207 shares
    Change vs previous 13F +5,947 shares

    0.01% of the 13F portfolio, value $8,745,329.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 109,285 shares
    • Focus Partners Advisor Solutions, LLC: 13,922 shares

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

  5. period ended2025-06-30
    13F 117,260 shares
    Change vs previous 13F -251,738 shares

    0.02% of the 13F portfolio, value $7,460,060.

    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 368,998 shares
    Change vs previous 13F -69,614 shares

    0.06% of the 13F portfolio, value $22,918,468.

    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 438,612 shares
    Change vs previous 13F +415,222 shares

    0.07% of the 13F portfolio, value $25,189,473.

    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 23,390 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,669,346.

    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).