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Disclosery

Essex LLC: XLF position timeline

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

Essex LLC held 178,519 XLF 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 178,519 shares
    Change vs previous 13F +5,997 shares

    1.45% of the 13F portfolio, value $9,570,400.

    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 172,522 shares
    Change vs previous 13F +544 shares

    1.5% of the 13F portfolio, value $8,517,417.

    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 171,978 shares
    Change vs previous 13F +6,877 shares

    1.67% of the 13F portfolio, value $9,419,254.

    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 165,101 shares
    Change vs previous 13F +5,156 shares

    1.61% of the 13F portfolio, value $8,893,983.

    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 159,945 shares
    Change vs previous 13F +1,147 shares

    1.65% of the 13F portfolio, value $8,376,337.

    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 158,798 shares
    Change vs previous 13F +16,352 shares

    1.71% of the 13F portfolio, value $7,909,716.

    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 142,446 shares
    Change vs previous 13F +2,676 shares

    1.45% of the 13F portfolio, value $6,884,409.

    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 139,770 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $6,334,381.

    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).