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Disclosery

Essex Financial Services, Inc.: AGG position timeline

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

Essex Financial Services, Inc. held 4,570 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,570 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $452,312.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,184 shares
    • Essex Bank: 2,386 shares

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

  2. period ended2026-03-31
    13F 4,520 shares
    Change vs previous 13F +72 shares

    0.02% of the 13F portfolio, value $448,665.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,120 shares
    • Essex Bank: 2,400 shares

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

  3. period ended2025-12-31
    13F 4,448 shares
    Change vs previous 13F +49 shares

    0.02% of the 13F portfolio, value $444,240.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,118 shares
    • Essex Bank: 2,330 shares

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

  4. period ended2025-09-30
    13F 4,399 shares
    Change vs previous 13F -805 shares

    0.02% of the 13F portfolio, value $441,002.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,099 shares
    • Essex Bank: 2,300 shares

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

  5. period ended2025-06-30
    13F 5,204 shares
    Change vs previous 13F +2,676 shares

    0.03% of the 13F portfolio, value $516,226.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,904 shares
    • Essex Bank: 2,300 shares

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

  6. period ended2025-03-31
    13F 2,528 shares
    Change vs previous 13F -2,151 shares

    0.06% of the 13F portfolio, value $250,068.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 0 shares
    • Essex Bank: 2,528 shares

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

  7. period ended2024-12-31
    13F 4,679 shares
    Change vs previous 13F -277,231 shares

    0.02% of the 13F portfolio, value $453,413.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,394 shares
    • Essex Bank: 2,285 shares

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

  8. period ended2024-09-30
    13F 281,910 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $517,694.

    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).