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Disclosery

Essex LLC: SCHB position timeline

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

Essex LLC held 88,389 SCHB 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 88,389 shares
    Change vs previous 13F -5,917 shares

    0.39% of the 13F portfolio, value $2,559,738.

    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 94,306 shares
    Change vs previous 13F -188 shares

    0.42% of the 13F portfolio, value $2,367,068.

    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 94,494 shares
    Change vs previous 13F -1,268 shares

    0.44% of the 13F portfolio, value $2,478,579.

    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 95,762 shares
    Change vs previous 13F -1,224 shares

    0.45% of the 13F portfolio, value $2,462,048.

    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 96,986 shares
    Change vs previous 13F -1,038 shares

    0.45% of the 13F portfolio, value $2,311,170.

    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 98,024 shares
    Change vs previous 13F -2,312 shares

    0.46% of the 13F portfolio, value $2,110,460.

    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 100,336 shares
    Change vs previous 13F +66,876 shares

    0.48% of the 13F portfolio, value $2,277,638.

    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 33,460 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,225,783.

    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).