HCR Wealth Advisors
- SEC CIK
- 0001697715
- Latest filing
- Jul 13, 2026
ESMT holding history
EngageSmart, Inc. in every 13F filed by HCR Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ESMT overviewAll 13F holders of ESMTFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −25,683−100.0% | Sold out | Holders |
| Q2 2023 | 25,683 | $490.3K | 0.1% | −15,000−36.9% | Reduced | Holders |
| Q1 2023 | 40,683 | $783.1K | 0.2% | −53,000−56.6% | Reduced | Holders |
| Q4 2022 | 93,683 | $1.65M | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2022 | 93,683 | $1.94M | 0.4% | 00.0% | Unchanged | Holders |
| Q2 2022 | 93,683 | $1.51M | 0.3% | +93,683 | New | Holders |