EFSC β€” ENTERPRISE FINL SVCS CORP

Ownership history in IEQ CAPITAL, LLC  Β·  3 quarters on record

AI Ownership Summary

IEQ CAPITAL, LLC reported ENTERPRISE FINL SVCS CORP (EFSC) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows EFSC at 0.00% 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 EFSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IEQ CAPITAL, LLC's position in ENTERPRISE FINL SVCS CORP, 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
2025 Q3

EFSC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 IEQ CAPITAL, LLC held EFSC β€” position size vs. price
% of Fund (quarterly)    EFSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 6,193 +685 +12.4% 0.00% $359K 2025-11-14 $52.84
2025 Q2 ADDED 5,508 +663 +13.7% 0.00% $303K 2025-08-14 $56.55
2025 Q1 INITIATED 4,845 β€” β€” 0.00% $260K 2025-05-14 $53.19

FAQ About IEQ CAPITAL, LLC and EFSC

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

How long has IEQ CAPITAL, LLC reported owning EFSC?

IEQ CAPITAL, LLC reported EFSC across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported EFSC position in IEQ CAPITAL, LLC's portfolio?

The largest reported portfolio weight for EFSC was 0.00% in 2025 Q1.

What is the latest reported EFSC position on this page?

The most recent filing on this page is 2025 Q3, when IEQ CAPITAL, LLC reported 6,193 shares, equal to 0.00% of portfolio, with an estimated market value of $359K.

What does the chart on this EFSC ownership page compare?

The chart compares IEQ CAPITAL, LLC's quarterly EFSC 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.

← Back to IEQ CAPITAL, LLC Holdings