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Disclosery

Essex LLC: XLE position timeline

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

Essex LLC held 49,834 XLE 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 49,834 shares
    Change vs previous 13F -214 shares

    0.4% of the 13F portfolio, value $2,646,687.

    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 50,048 shares
    Change vs previous 13F +496 shares

    0.54% of the 13F portfolio, value $3,065,918.

    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 49,552 shares
    Change vs previous 13F +25,679 shares

    0.39% of the 13F portfolio, value $2,215,454.

    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 23,873 shares
    Change vs previous 13F +1,395 shares

    0.39% of the 13F portfolio, value $2,132,858.

    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 22,478 shares
    Change vs previous 13F +1,143 shares

    0.38% of the 13F portfolio, value $1,906,354.

    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 21,335 shares
    Change vs previous 13F +3,194 shares

    0.43% of the 13F portfolio, value $1,993,782.

    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 18,141 shares
    Change vs previous 13F +1,092 shares

    0.33% of the 13F portfolio, value $1,553,994.

    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 17,049 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,496,915.

    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).