ESP β€” ESPEY MFG & ELECTRS CORP

Ownership history in NAPLES GLOBAL ADVISORS, LLC  Β·  3 quarters on record

AI Ownership Summary

NAPLES GLOBAL ADVISORS, LLC reported ESPEY MFG & ELECTRS CORP (ESP) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows ESP at 0.05% 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 ESP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NAPLES GLOBAL ADVISORS, LLC's position in ESPEY MFG & ELECTRS 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 Q4

ESP was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

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 2025 Q4

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 NAPLES GLOBAL ADVISORS, LLC held ESP β€” position size vs. price
% of Fund (quarterly)    ESP 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 Q4 ADDED 14,441 +932 +6.9% 0.05% $681K 2026-02-14 (Est.) $52.18
2025 Q3 ADDED 13,509 +7,282 +116.9% 0.04% $535K 2025-10-30 $37.96
2025 Q2 INITIATED 6,227 β€” β€” 0.02% $285K 2025-07-18 $47.83

FAQ About NAPLES GLOBAL ADVISORS, LLC and ESP

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

How long has NAPLES GLOBAL ADVISORS, LLC reported owning ESP?

NAPLES GLOBAL ADVISORS, LLC reported ESP across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ESP position in NAPLES GLOBAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ESP was 0.05% in 2025 Q4.

What is the latest reported ESP position on this page?

The most recent filing on this page is 2025 Q4, when NAPLES GLOBAL ADVISORS, LLC reported 14,441 shares, equal to 0.05% of portfolio, with an estimated market value of $681K.

What does the chart on this ESP ownership page compare?

The chart compares NAPLES GLOBAL ADVISORS, LLC's quarterly ESP 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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