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Disclosery

Essex LLC: XLC position timeline

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

Essex LLC held 65,790 XLC 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 65,790 shares
    Change vs previous 13F +1,447 shares

    1.07% of the 13F portfolio, value $7,048,089.

    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 64,343 shares
    Change vs previous 13F -820 shares

    1.26% of the 13F portfolio, value $7,133,058.

    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 65,163 shares
    Change vs previous 13F +3,243 shares

    1.36% of the 13F portfolio, value $7,671,037.

    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 61,920 shares
    Change vs previous 13F +1,132 shares

    1.33% of the 13F portfolio, value $7,329,500.

    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 60,788 shares
    Change vs previous 13F +171 shares

    1.3% of the 13F portfolio, value $6,597,306.

    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 60,617 shares
    Change vs previous 13F +4,950 shares

    1.27% of the 13F portfolio, value $5,846,501.

    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 55,667 shares
    Change vs previous 13F +1,581 shares

    1.13% of the 13F portfolio, value $5,389,098.

    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 54,086 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,889,411.

    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).