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Disclosery

Essex Financial Services, Inc.: BND position timeline

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

Essex Financial Services, Inc. held 6,436 BND 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 6,436 shares
    Change vs previous 13F +399 shares

    0.02% of the 13F portfolio, value $472,446.

    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 6,037 shares
    Change vs previous 13F +2,277 shares

    0.02% of the 13F portfolio, value $444,549.

    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 3,760 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $278,518.

    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 3,748 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $278,738.

    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 3,740 shares
    Change vs previous 13F +785 shares

    0.02% of the 13F portfolio, value $275,368.

    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 2,955 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $217,081.

    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 3,021 shares
    Change vs previous 13F -3,806 shares

    0.02% of the 13F portfolio, value $217,240.

    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.: 3,021 shares
    • Essex Bank: 0 shares

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

  8. period ended2024-09-30
    13F 6,827 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $507,514.

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

    • Essex Financial Services, Inc.: 3,021 shares
    • Essex Bank: 3,806 shares

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