Mowery & Schoenfeld Wealth Management, LLC
Position in ESN — Essential 40 Stock ETF
CIK 2019946
LINCOLNSHIRE, IL
Position in ESN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,368,814
New position
Shares Held
68,840
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#14
of 17 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 48%
Shared 0%
None 52%
All Filings in ESN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,368,814 | 68,840 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||