Essex Bank TILT FLEXSHARES MORNINGSTAR US

Ownership history in Essex Bank  ·  6 quarters on record

AI Ownership Summary

Essex Bank reported FLEXSHARES MORNINGSTAR US (TILT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2025 Q3. The latest visible filing shows TILT at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TILT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Essex Bank's position in FLEXSHARES MORNINGSTAR US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TILT was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Essex Bank held TILT — position size vs. price
% of Fund (quarterly)    TILT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,045 0% 0.11% $494K 2026-04-17 $261.66
2025 Q4 UNCHANGED 2,045 0% 0.11% $509K 2026-02-02 $254.96
2025 Q3 UNCHANGED 2,045 0% 0.11% $495K 2025-11-04 $241.86
2025 Q2 UNCHANGED 2,045 0% 0.11% $458K 2025-07-11 $225.28
2025 Q1 UNCHANGED 2,045 0% 0.10% $421K 2025-04-21 $186.06
2024 Q4 INITIATED 2,045 0.11% $442K 2025-01-14 $212.68

FAQ About Essex Bank and TILT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Essex Bank reported owning TILT?

Essex Bank reported TILT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported TILT position in Essex Bank's portfolio?

The largest reported portfolio weight for TILT was 0.11% in 2025 Q3.

What is the latest reported TILT position on this page?

The most recent filing on this page is 2026 Q1, when Essex Bank reported 2,045 shares, equal to 0.11% of portfolio, with an estimated market value of $494K.

What does the chart on this TILT ownership page compare?

The chart compares Essex Bank's quarterly TILT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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