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Disclosery

Essex LLC: SCHF position timeline

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

Essex LLC held 793,598 SCHF 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 793,598 shares
    Change vs previous 13F -9,336 shares

    3.34% of the 13F portfolio, value $21,982,657.

    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 802,934 shares
    Change vs previous 13F +10,188 shares

    3.51% of the 13F portfolio, value $19,872,609.

    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 792,746 shares
    Change vs previous 13F +19,185 shares

    3.38% of the 13F portfolio, value $19,057,604.

    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 773,561 shares
    Change vs previous 13F -4,658 shares

    3.26% of the 13F portfolio, value $18,008,498.

    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 778,219 shares
    Change vs previous 13F +35,722 shares

    3.39% of the 13F portfolio, value $17,198,638.

    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 742,497 shares
    Change vs previous 13F +21,515 shares

    3.18% of the 13F portfolio, value $14,686,592.

    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 720,982 shares
    Change vs previous 13F +364,237 shares

    2.8% of the 13F portfolio, value $13,338,168.

    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 356,745 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $14,669,351.

    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).