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Disclosery

Essex Financial Services, Inc.: BKDV position timeline

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

Essex Financial Services, Inc. held 8,399 BKDV 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 8,399 shares
    Change vs previous 13F -530 shares

    0.06% of the 13F portfolio, value $281,195.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    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 8,929 shares
    Change vs previous 13F -1,566 shares

    0.06% of the 13F portfolio, value $264,742.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    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 10,495 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $304,560.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    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 10,495 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $291,652.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    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 10,495 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $279,267.

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

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