Skip to content
Disclosery

Essex LLC: IYW position timeline

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

Essex LLC held 44,767 IYW 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 44,767 shares
    Change vs previous 13F -3,082 shares

    1.71% of the 13F portfolio, value $11,291,466.

    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 47,849 shares
    Change vs previous 13F +338 shares

    1.53% of the 13F portfolio, value $8,680,828.

    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 47,511 shares
    Change vs previous 13F -509 shares

    1.68% of the 13F portfolio, value $9,486,999.

    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 48,020 shares
    Change vs previous 13F -967 shares

    1.7% of the 13F portfolio, value $9,405,152.

    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 48,987 shares
    Change vs previous 13F +9,962 shares

    1.67% of the 13F portfolio, value $8,488,057.

    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 39,025 shares
    Change vs previous 13F -680 shares

    1.19% of the 13F portfolio, value $5,480,662.

    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 39,705 shares
    Change vs previous 13F -3,020 shares

    1.33% of the 13F portfolio, value $6,333,808.

    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 42,725 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $6,477,964.

    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).