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Disclosery

Essex LLC: SCHX position timeline

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

Essex LLC held 946,412 SCHX 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 946,412 shares
    Change vs previous 13F +7,717 shares

    4.23% of the 13F portfolio, value $27,852,910.

    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 938,695 shares
    Change vs previous 13F +2,707 shares

    4.25% of the 13F portfolio, value $24,068,141.

    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 935,988 shares
    Change vs previous 13F -7,026 shares

    4.46% of the 13F portfolio, value $25,187,450.

    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 943,014 shares
    Change vs previous 13F -7,368 shares

    4.5% of the 13F portfolio, value $24,838,979.

    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 950,382 shares
    Change vs previous 13F -18,935 shares

    4.57% of the 13F portfolio, value $23,227,340.

    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 969,317 shares
    Change vs previous 13F +59,914 shares

    4.64% of the 13F portfolio, value $21,402,510.

    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 909,403 shares
    Change vs previous 13F +620,412 shares

    4.43% of the 13F portfolio, value $21,079,961.

    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 288,991 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $19,608,031.

    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).