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Disclosery

Essex Financial Services, Inc.: BILZ position timeline

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

Essex Financial Services, Inc. held 83,111 BILZ 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 83,111 shares
    Change vs previous 13F -4,869 shares

    0.42% of the 13F portfolio, value $8,388,364.

    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 87,980 shares
    Change vs previous 13F +6,564 shares

    0.5% of the 13F portfolio, value $8,883,327.

    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 81,416 shares
    Change vs previous 13F -3,637 shares

    0.47% of the 13F portfolio, value $8,203,886.

    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 85,053 shares
    Change vs previous 13F +9,635 shares

    0.51% of the 13F portfolio, value $8,606,559.

    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 75,418 shares
    Change vs previous 13F +66,008 shares

    0.5% of the 13F portfolio, value $7,632,301.

    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 9,410 shares
    Change vs previous 13F +2,186 shares

    0.07% of the 13F portfolio, value $952,278.

    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 7,224 shares
    Change vs previous 13F +515 shares

    0.05% of the 13F portfolio, value $728,323.

    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 6,709 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $678,359.

    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).