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Disclosery

Essex Financial Services, Inc.: AAAU position timeline

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

Essex Financial Services, Inc. held 63,138 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,138 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $2,498,360.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    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 63,188 shares
    Change vs previous 13F -185 shares

    0.16% of the 13F portfolio, value $2,918,642.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    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 63,373 shares
    Change vs previous 13F -475 shares

    0.15% of the 13F portfolio, value $2,696,510.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    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 63,848 shares
    Change vs previous 13F -25 shares

    0.15% of the 13F portfolio, value $2,433,876.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    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 63,873 shares
    Change vs previous 13F -6,530 shares

    0.14% of the 13F portfolio, value $2,087,361.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    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 70,403 shares
    Change vs previous 13F -450 shares

    0.16% of the 13F portfolio, value $2,174,037.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    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 70,853 shares
    Change vs previous 13F -2,950 shares

    0.13% of the 13F portfolio, value $1,837,566.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    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 73,803 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,006,327.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).