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Disclosery

Essex Financial Services, Inc.: BSV position timeline

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

Essex Financial Services, Inc. held 14,796 BSV 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 14,796 shares
    Change vs previous 13F -260 shares

    0.06% of the 13F portfolio, value $1,152,793.

    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 15,056 shares
    Change vs previous 13F -2,628 shares

    0.07% of the 13F portfolio, value $1,180,514.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 15,056 shares
    • Essex Bank: 0 shares

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

  3. period ended2025-12-31
    13F 17,684 shares
    Change vs previous 13F +71 shares

    0.06% of the 13F portfolio, value $1,393,666.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 14,976 shares
    • Essex Bank: 2,708 shares

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

  4. period ended2025-09-30
    13F 17,613 shares
    Change vs previous 13F +1,339 shares

    0.07% of the 13F portfolio, value $1,389,813.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 14,905 shares
    • Essex Bank: 2,708 shares

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

  5. period ended2025-06-30
    13F 16,274 shares
    Change vs previous 13F +2,126 shares

    0.07% of the 13F portfolio, value $1,280,793.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,723 shares
    • Essex Bank: 2,551 shares

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

  6. period ended2025-03-31
    13F 14,148 shares
    Change vs previous 13F -3,128 shares

    0.08% of the 13F portfolio, value $1,107,487.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 14,148 shares
    • Essex Bank: 0 shares

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

  7. period ended2024-12-31
    13F 17,276 shares
    Change vs previous 13F +725 shares

    0.07% of the 13F portfolio, value $1,334,927.

    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.: 14,607 shares
    • Essex Bank: 2,669 shares

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

  8. period ended2024-09-30
    13F 16,551 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,290,708.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,882 shares
    • Essex Bank: 2,669 shares

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