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Essex LLC: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex LLC on EXC, newest first. How the timeline and the estimate are built.

Essex LLC held 40,929 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,929 shares
    Change vs previous 13F -2,459 shares

    0.29% of the 13F portfolio, value $1,908,110.

    13F-HR 0001889147-26-000003 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,388 shares
    Change vs previous 13F -201 shares

    0.38% of the 13F portfolio, value $2,126,880.

    13F-HR 0001889147-26-000002 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,589 shares
    Change vs previous 13F -161 shares

    0.34% of the 13F portfolio, value $1,900,045.

    13F-HR 0001889147-26-000001 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,750 shares
    Change vs previous 13F -6,796 shares

    0.36% of the 13F portfolio, value $1,969,188.

    13F-HR 0001889147-25-000009 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,546 shares
    Change vs previous 13F +20,561 shares

    0.43% of the 13F portfolio, value $2,194,707.

    13F-HR 0001889147-25-000005 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,985 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,381,709.

    13F-HR 0001889147-25-000004 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,985 shares
    Change vs previous 13F -4,356 shares

    0.24% of the 13F portfolio, value $1,128,635.

    13F-HR 0001889147-25-000001 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,341 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,392,528.

    13F-HR 0001889147-24-000010 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).