ESSC — STRATEGY SHS

Ownership history in MONEYWISE, INC.  ·  1 quarter on record

This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in STRATEGY SHS (ESSC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.7% (2025 Q4)
Avg. % of fund
0.7%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 64,798 — — 0.70% $1.7M $25.90
% of Fund (quarterly)    ESSC price (monthly, adj. close)

Other funds also holding ESSC

As of 2025 Q4 — sorted by position size

Strategic Equity Management 3Y 1.33% PAX Financial Group, LLC 3Y 0.21% Values First Advisors, Inc. 3Y 0.06% Whitaker-Myers Wealth Managers, LTD. 0.05% First Heartland Consultants, Inc. 3Y 7Y 0.03% EverSource Wealth Advisors, LLC 3Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0%
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