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Disclosery

Essex LLC: XLU position timeline

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

Essex LLC held 30,796 XLU 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 30,796 shares
    Change vs previous 13F +596 shares

    0.21% of the 13F portfolio, value $1,396,289.

    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 30,200 shares
    Change vs previous 13F +1,508 shares

    0.24% of the 13F portfolio, value $1,385,895.

    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 28,692 shares
    Change vs previous 13F +14,740 shares

    0.22% of the 13F portfolio, value $1,224,879.

    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 13,952 shares
    Change vs previous 13F +375 shares

    0.22% of the 13F portfolio, value $1,216,777.

    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 13,577 shares
    Change vs previous 13F -165 shares

    0.22% of the 13F portfolio, value $1,108,723.

    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 13,742 shares
    Change vs previous 13F +1,244 shares

    0.23% of the 13F portfolio, value $1,083,582.

    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 12,498 shares
    Change vs previous 13F +731 shares

    0.2% of the 13F portfolio, value $945,997.

    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 11,767 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $950,550.

    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).