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Disclosery

Essex LLC: IYF position timeline

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

Essex LLC held 13,768 IYF 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 13,768 shares
    Change vs previous 13F -333 shares

    0.27% of the 13F portfolio, value $1,755,549.

    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 14,101 shares
    Change vs previous 13F +1,167 shares

    0.29% of the 13F portfolio, value $1,659,132.

    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 12,934 shares
    Change vs previous 13F -8 shares

    0.3% of the 13F portfolio, value $1,667,534.

    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 12,942 shares
    Change vs previous 13F -381 shares

    0.3% of the 13F portfolio, value $1,639,021.

    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 13,323 shares
    Change vs previous 13F +2,601 shares

    0.32% of the 13F portfolio, value $1,612,008.

    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 10,722 shares
    Change vs previous 13F -879 shares

    0.26% of the 13F portfolio, value $1,210,027.

    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 11,601 shares
    Change vs previous 13F -23 shares

    0.27% of the 13F portfolio, value $1,282,878.

    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 11,624 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,207,734.

    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).