Position in ESI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,701,931
+$1,415,494 QoQ
Shares Held
161,297
-12.4% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#129
of 499 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESI Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Blue Zone Wealth Advisors, LLC holds $19,627,178 across 3 Specialty Chemicals names. ESI ranks #1 (39.2% of the industry book) .
All Filings in ESI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,701,931 | 161,297 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,286,437 | 184,137 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,116,302 | 204,734 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,136,592 | 204,076 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,632,740 | 204,536 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,271,119 | 188,904 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,413,274 | 173,546 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,606,254 | 169,597 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,552,254 | 167,856 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,271,854 | 171,011 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,930,814 | 169,871 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,277,517 | 167,135 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,038,169 | 158,238 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,014,117 | 156,091 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,841,878 | 156,233 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,505,628 | 154,003 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,717,686 | 152,679 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,537,290 | 115,858 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $2,813,032 | 115,858 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,514,945 | 116,003 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,712,150 | 116,003 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,125,041 | 116,186 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||