Capitol Family Office, Inc. ESML ISHARES TR

Ownership history in Capitol Family Office, Inc.  ·  5 quarters on record

AI Ownership Summary

Capitol Family Office, Inc. reported ISHARES TR (ESML) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows ESML at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESML ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capitol Family Office, Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ESML was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capitol Family Office, Inc. held ESML — position size vs. price
% of Fund (quarterly)    ESML price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 590 +1 +0.2% 0.03% $33K 2026-07-31 $53.72
2026 Q1 UNCHANGED 589 0% 0.03% $27K 2026-04-15 $50.03
2025 Q4 REDUCED 589 -16 -2.6% 0.03% $27K 2026-01-26 $48.94
2025 Q3 UNCHANGED 605 0% 0.03% $27K 2025-10-10 $43.63
2025 Q2 INITIATED 605 0.03% $25K 2025-08-07 $41.47

FAQ About Capitol Family Office, Inc. and ESML

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capitol Family Office, Inc. reported owning ESML?

Capitol Family Office, Inc. reported ESML across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ESML position in Capitol Family Office, Inc.'s portfolio?

The largest reported portfolio weight for ESML was 0.03% in 2026 Q2.

What is the latest reported ESML position on this page?

The most recent filing on this page is 2026 Q2, when Capitol Family Office, Inc. reported 590 shares, equal to 0.03% of portfolio, with an estimated market value of $33K.

What does the chart on this ESML ownership page compare?

The chart compares Capitol Family Office, Inc.'s quarterly ESML portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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