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Disclosery

Essex LLC: IVV position timeline

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

Essex LLC held 3,520 IVV 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 3,520 shares
    Change vs previous 13F -94 shares

    0.4% of the 13F portfolio, value $2,636,093.

    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 3,614 shares
    Change vs previous 13F +49 shares

    0.42% of the 13F portfolio, value $2,360,701.

    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 3,565 shares
    Change vs previous 13F -2 shares

    0.43% of the 13F portfolio, value $2,441,544.

    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 3,567 shares
    Change vs previous 13F -39 shares

    0.43% of the 13F portfolio, value $2,387,069.

    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 3,606 shares
    Change vs previous 13F -167 shares

    0.44% of the 13F portfolio, value $2,239,236.

    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 3,773 shares
    Change vs previous 13F -9 shares

    0.46% of the 13F portfolio, value $2,120,248.

    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 3,782 shares
    Change vs previous 13F -49 shares

    0.47% of the 13F portfolio, value $2,226,549.

    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 3,831 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,209,900.

    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).