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Disclosery

Essex LLC: XLY position timeline

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

Essex LLC held 21,390 XLY 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 21,390 shares
    Change vs previous 13F +1,487 shares

    0.38% of the 13F portfolio, value $2,508,643.

    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 19,903 shares
    Change vs previous 13F +1,400 shares

    0.38% of the 13F portfolio, value $2,169,011.

    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 18,503 shares
    Change vs previous 13F +10,078 shares

    0.39% of the 13F portfolio, value $2,209,384.

    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 8,425 shares
    Change vs previous 13F +577 shares

    0.37% of the 13F portfolio, value $2,019,007.

    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 7,848 shares
    Change vs previous 13F +461 shares

    0.34% of the 13F portfolio, value $1,705,609.

    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 7,387 shares
    Change vs previous 13F +4,026 shares

    0.32% of the 13F portfolio, value $1,458,603.

    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 3,361 shares
    Change vs previous 13F +219 shares

    0.16% of the 13F portfolio, value $753,948.

    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 3,142 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $629,647.

    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).