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Disclosery

Essex LLC: SCHG position timeline

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

Essex LLC held 26,956 SCHG 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 26,956 shares
    Change vs previous 13F -1,773 shares

    0.14% of the 13F portfolio, value $912,179.

    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 28,729 shares
    Change vs previous 13F +1,145 shares

    0.15% of the 13F portfolio, value $836,874.

    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 27,584 shares
    Change vs previous 13F -893 shares

    0.16% of the 13F portfolio, value $899,790.

    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 28,477 shares
    Change vs previous 13F -2,602 shares

    0.16% of the 13F portfolio, value $908,701.

    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 31,079 shares
    Change vs previous 13F -1,472 shares

    0.18% of the 13F portfolio, value $907,818.

    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 32,551 shares
    Change vs previous 13F -235 shares

    0.18% of the 13F portfolio, value $815,077.

    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 32,786 shares
    Change vs previous 13F +24,438 shares

    0.19% of the 13F portfolio, value $913,746.

    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 8,348 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $869,695.

    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).