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Disclosery

Essex LLC: SCHV position timeline

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

Essex LLC held 8,179 SCHV 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 8,179 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $284,707.

    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 8,176 shares
    Change vs previous 13F +685 shares

    0.04% of the 13F portfolio, value $249,377.

    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 7,491 shares
    Change vs previous 13F -220 shares

    0.04% of the 13F portfolio, value $221,797.

    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 7,711 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $224,456.

    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 7,711 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $213,353.

    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 7,711 shares
    Change vs previous 13F -560 shares

    0.04% of the 13F portfolio, value $204,948.

    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 8,271 shares
    Change vs previous 13F +5,514 shares

    0.05% of the 13F portfolio, value $215,625.

    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 2,757 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $221,580.

    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).