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Disclosery

Essex LLC: IYH position timeline

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

Essex LLC held 34,140 IYH 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 34,140 shares
    Change vs previous 13F -981 shares

    0.35% of the 13F portfolio, value $2,287,721.

    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 35,121 shares
    Change vs previous 13F +909 shares

    0.38% of the 13F portfolio, value $2,164,858.

    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 34,212 shares
    Change vs previous 13F -53 shares

    0.39% of the 13F portfolio, value $2,227,201.

    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 34,265 shares
    Change vs previous 13F -513 shares

    0.36% of the 13F portfolio, value $2,012,041.

    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 34,778 shares
    Change vs previous 13F +3,862 shares

    0.39% of the 13F portfolio, value $1,964,261.

    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 30,916 shares
    Change vs previous 13F -167 shares

    0.41% of the 13F portfolio, value $1,882,475.

    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 31,083 shares
    Change vs previous 13F -380 shares

    0.38% of the 13F portfolio, value $1,811,206.

    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 31,463 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,045,095.

    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).