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Disclosery

Essex LLC: XLV position timeline

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

Essex LLC held 49,769 XLV 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 49,769 shares
    Change vs previous 13F +1,439 shares

    1.2% of the 13F portfolio, value $7,896,392.

    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 48,330 shares
    Change vs previous 13F +1,405 shares

    1.25% of the 13F portfolio, value $7,085,696.

    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 46,925 shares
    Change vs previous 13F +1,884 shares

    1.29% of the 13F portfolio, value $7,264,059.

    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 45,041 shares
    Change vs previous 13F +3,611 shares

    1.14% of the 13F portfolio, value $6,268,415.

    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 41,430 shares
    Change vs previous 13F +1,908 shares

    1.1% of the 13F portfolio, value $5,584,416.

    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 39,522 shares
    Change vs previous 13F +8,692 shares

    1.25% of the 13F portfolio, value $5,770,566.

    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 30,830 shares
    Change vs previous 13F +1,757 shares

    0.89% of the 13F portfolio, value $4,241,320.

    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 29,073 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,477,763.

    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).