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Disclosery

Essex Financial Services, Inc.: AVGO position timeline

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

Essex Financial Services, Inc. held 42,789 AVGO 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 42,789 shares
    Change vs previous 13F -1,236 shares

    0.65% of the 13F portfolio, value $16,163,636.

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

    • Essex Financial Services, Inc.: 19,223 shares
    • Essex Bank: 23,566 shares

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

  2. period ended2026-03-31
    13F 44,025 shares
    Change vs previous 13F +321 shares

    0.61% of the 13F portfolio, value $13,626,071.

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

    • Essex Financial Services, Inc.: 19,465 shares
    • Essex Bank: 24,560 shares

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

  3. period ended2025-12-31
    13F 43,704 shares
    Change vs previous 13F -1,348 shares

    0.68% of the 13F portfolio, value $15,125,625.

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

    • Essex Financial Services, Inc.: 19,140 shares
    • Essex Bank: 24,564 shares

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

  4. period ended2025-09-30
    13F 45,052 shares
    Change vs previous 13F -392 shares

    0.7% of the 13F portfolio, value $14,862,840.

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

    • Essex Financial Services, Inc.: 20,314 shares
    • Essex Bank: 24,738 shares

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

  5. period ended2025-06-30
    13F 45,444 shares
    Change vs previous 13F +722 shares

    0.64% of the 13F portfolio, value $12,526,392.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 20,268 shares
    • Essex Bank: 25,176 shares

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

  6. period ended2025-03-31
    13F 44,722 shares
    Change vs previous 13F -1,522 shares

    0.42% of the 13F portfolio, value $7,487,792.

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

    • Essex Financial Services, Inc.: 19,048 shares
    • Essex Bank: 25,674 shares

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

  7. period ended2024-12-31
    13F 46,244 shares
    Change vs previous 13F -163 shares

    0.59% of the 13F portfolio, value $10,721,158.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 20,707 shares
    • Essex Bank: 25,537 shares

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

  8. period ended2024-09-30
    13F 46,407 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $8,146,780.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 20,692 shares
    • Essex Bank: 25,715 shares

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