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Disclosery

Essex Financial Services, Inc.: BILS position timeline

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

Essex Financial Services, Inc. held 33,795 BILS 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 33,795 shares
    Change vs previous 13F +162 shares

    0.17% of the 13F portfolio, value $3,358,593.

    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 33,633 shares
    Change vs previous 13F +3,089 shares

    0.19% of the 13F portfolio, value $3,344,492.

    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 30,544 shares
    Change vs previous 13F +1,349 shares

    0.17% of the 13F portfolio, value $3,030,538.

    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 29,195 shares
    Change vs previous 13F +8,966 shares

    0.17% of the 13F portfolio, value $2,905,488.

    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 20,229 shares
    Change vs previous 13F +1,200 shares

    0.13% of the 13F portfolio, value $2,011,369.

    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 19,029 shares
    Change vs previous 13F +3,725 shares

    0.14% of the 13F portfolio, value $1,893,195.

    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 15,304 shares
    Change vs previous 13F -698 shares

    0.11% of the 13F portfolio, value $1,517,392.

    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 16,002 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,590,599.

    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).