Skip to content
Disclosery

Essex LLC: XLB position timeline

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

Essex LLC held 36,834 XLB 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 36,834 shares
    Change vs previous 13F +350 shares

    0.28% of the 13F portfolio, value $1,872,249.

    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 36,484 shares
    Change vs previous 13F +1,074 shares

    0.32% of the 13F portfolio, value $1,823,090.

    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 35,410 shares
    Change vs previous 13F +18,192 shares

    0.28% of the 13F portfolio, value $1,605,830.

    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 17,218 shares
    Change vs previous 13F -275 shares

    0.28% of the 13F portfolio, value $1,543,105.

    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 17,493 shares
    Change vs previous 13F +492 shares

    0.3% of the 13F portfolio, value $1,536,072.

    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 17,001 shares
    Change vs previous 13F +1,520 shares

    0.32% of the 13F portfolio, value $1,461,741.

    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 15,481 shares
    Change vs previous 13F +567 shares

    0.27% of the 13F portfolio, value $1,302,545.

    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 14,914 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,437,406.

    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).