Skip to content
Disclosery

Essex Financial Services, Inc.: CGDV position timeline

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

Essex Financial Services, Inc. held 277,936 CGDV 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 277,936 shares
    Change vs previous 13F +8,746 shares

    0.68% of the 13F portfolio, value $13,696,696.

    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 269,190 shares
    Change vs previous 13F +10,497 shares

    0.64% of the 13F portfolio, value $11,451,345.

    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 258,693 shares
    Change vs previous 13F +22,038 shares

    0.64% of the 13F portfolio, value $11,289,382.

    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 236,655 shares
    Change vs previous 13F +13,431 shares

    0.59% of the 13F portfolio, value $9,946,610.

    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 223,224 shares
    Change vs previous 13F +3,401 shares

    0.58% of the 13F portfolio, value $8,815,120.

    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 219,823 shares
    Change vs previous 13F +26,806 shares

    0.56% of the 13F portfolio, value $7,834,502.

    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 193,017 shares
    Change vs previous 13F -453 shares

    0.48% of the 13F portfolio, value $6,805,782.

    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 193,470 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,113,878.

    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).