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Disclosery

Essex LLC: XLP position timeline

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

Essex LLC held 34,138 XLP 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 34,138 shares
    Change vs previous 13F +1,056 shares

    0.43% of the 13F portfolio, value $2,835,830.

    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 33,082 shares
    Change vs previous 13F +1,585 shares

    0.48% of the 13F portfolio, value $2,712,078.

    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 31,497 shares
    Change vs previous 13F +1,705 shares

    0.43% of the 13F portfolio, value $2,446,649.

    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 29,792 shares
    Change vs previous 13F +1,564 shares

    0.42% of the 13F portfolio, value $2,334,818.

    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 28,228 shares
    Change vs previous 13F +1,540 shares

    0.45% of the 13F portfolio, value $2,285,587.

    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 26,688 shares
    Change vs previous 13F +6,331 shares

    0.47% of the 13F portfolio, value $2,179,603.

    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 20,357 shares
    Change vs previous 13F +1,167 shares

    0.34% of the 13F portfolio, value $1,600,238.

    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 19,190 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,592,759.

    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).