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Disclosery

Essex LLC: XLK position timeline

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

Essex LLC held 257,932 XLK 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 257,932 shares
    Change vs previous 13F -2,285 shares

    7.46% of the 13F portfolio, value $49,141,202.

    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 260,217 shares
    Change vs previous 13F +10,873 shares

    6.11% of the 13F portfolio, value $34,582,831.

    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 249,344 shares
    Change vs previous 13F +125,997 shares

    6.36% of the 13F portfolio, value $35,898,031.

    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 123,347 shares
    Change vs previous 13F -1,677 shares

    6.3% of the 13F portfolio, value $34,766,508.

    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 125,024 shares
    Change vs previous 13F +15,496 shares

    6.23% of the 13F portfolio, value $31,659,773.

    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 109,528 shares
    Change vs previous 13F +2,746 shares

    4.9% of the 13F portfolio, value $22,615,442.

    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 106,782 shares
    Change vs previous 13F -1,109 shares

    5.21% of the 13F portfolio, value $24,828,970.

    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 107,891 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $24,357,424.

    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).