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Disclosery

Essex LLC: XLI position timeline

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

Essex LLC held 46,631 XLI 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 46,631 shares
    Change vs previous 13F +326 shares

    1.31% of the 13F portfolio, value $8,637,412.

    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 46,305 shares
    Change vs previous 13F +530 shares

    1.32% of the 13F portfolio, value $7,488,854.

    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 45,775 shares
    Change vs previous 13F +1,316 shares

    1.26% of the 13F portfolio, value $7,100,672.

    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 44,459 shares
    Change vs previous 13F +770 shares

    1.24% of the 13F portfolio, value $6,856,906.

    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 43,689 shares
    Change vs previous 13F +530 shares

    1.27% of the 13F portfolio, value $6,445,035.

    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 43,159 shares
    Change vs previous 13F +5,081 shares

    1.23% of the 13F portfolio, value $5,656,846.

    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 38,078 shares
    Change vs previous 13F +1,287 shares

    1.05% of the 13F portfolio, value $5,017,118.

    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 36,791 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,982,918.

    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).