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Essex LLC: IDU position timeline

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

Essex LLC held 13,540 IDU 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 13,540 shares
    Change vs previous 13F -324 shares

    0.24% of the 13F portfolio, value $1,551,819.

    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 13,864 shares
    Change vs previous 13F -32 shares

    0.28% of the 13F portfolio, value $1,609,749.

    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 13,896 shares
    Change vs previous 13F -175 shares

    0.27% of the 13F portfolio, value $1,505,771.

    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 14,071 shares
    Change vs previous 13F -559 shares

    0.28% of the 13F portfolio, value $1,560,474.

    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 14,630 shares
    Change vs previous 13F -974 shares

    0.3% of the 13F portfolio, value $1,529,859.

    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 15,604 shares
    Change vs previous 13F -266 shares

    0.34% of the 13F portfolio, value $1,582,558.

    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 15,870 shares
    Change vs previous 13F -705 shares

    0.32% of the 13F portfolio, value $1,526,853.

    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 16,575 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,690,981.

    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).