ESBA β€” EMPIRE ST RLTY OP L P

Ownership history in Wescott Financial Advisory Group, LLC  Β·  20 quarters on record

AI Ownership Summary

Wescott Financial Advisory Group, LLC reported EMPIRE ST RLTY OP L P (ESBA) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows ESBA at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wescott Financial Advisory Group, LLC's position in EMPIRE ST RLTY OP L P, 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

ESBA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Wescott Financial Advisory Group, LLC held ESBA β€” position size vs. price
% of Fund (quarterly)    ESBA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 16,408 β€” 0% 0.01% $103K 2026-02-14 (Est.) $6.42
2025 Q3 UNCHANGED 16,408 β€” 0% 0.01% $122K 2025-11-05 $7.05
2025 Q2 UNCHANGED 16,408 β€” 0% 0.01% $129K 2025-08-11 $7.11
2025 Q1 UNCHANGED 16,408 β€” 0% 0.01% $127K 2025-05-14 $7.76
2024 Q4 UNCHANGED 16,408 β€” 0% 0.02% $167K 2025-02-12 $9.16
2024 Q3 UNCHANGED 16,408 β€” 0% 0.02% $174K 2024-11-12 $10.31
2024 Q2 UNCHANGED 16,408 β€” 0% 0.02% $150K 2024-08-14 $9.74
2024 Q1 UNCHANGED 16,408 β€” 0% 0.02% $164K 2024-05-13 $9.14
2023 Q4 UNCHANGED 16,408 β€” 0% 0.02% $154K 2024-02-13 $9.71
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ESBA

As of 2026 Q1 β€” sorted by position size

WOLFF WIESE MAGANA LLC 3Y 0.02% COUNTRY TRUST BANK 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Wescott Financial Advisory Group, LLC and ESBA

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

How long has Wescott Financial Advisory Group, LLC reported owning ESBA?

Wescott Financial Advisory Group, LLC reported ESBA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ESBA position in Wescott Financial Advisory Group, LLC's portfolio?

The largest reported portfolio weight for ESBA was 0.02% in 2023 Q4.

What is the latest reported ESBA position on this page?

The most recent filing on this page is 2025 Q4, when Wescott Financial Advisory Group, LLC reported 16,408 shares, equal to 0.01% of portfolio, with an estimated market value of $103K.

What does the chart on this ESBA ownership page compare?

The chart compares Wescott Financial Advisory Group, LLC's quarterly ESBA 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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