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Disclosery

Essex LLC: VTI position timeline

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

Essex LLC held 5,643 VTI 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 5,643 shares
    Change vs previous 13F +37 shares

    0.32% of the 13F portfolio, value $2,088,105.

    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 5,606 shares
    Change vs previous 13F +729 shares

    0.32% of the 13F portfolio, value $1,798,603.

    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 4,877 shares
    Change vs previous 13F +80 shares

    0.29% of the 13F portfolio, value $1,635,097.

    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 4,797 shares
    Change vs previous 13F -151 shares

    0.29% of the 13F portfolio, value $1,574,163.

    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 4,948 shares
    Change vs previous 13F +628 shares

    0.3% of the 13F portfolio, value $1,503,982.

    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 4,320 shares
    Change vs previous 13F +469 shares

    0.26% of the 13F portfolio, value $1,187,432.

    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 3,851 shares
    Change vs previous 13F -34 shares

    0.23% of the 13F portfolio, value $1,116,189.

    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 3,885 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,100,185.

    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).