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Disclosery

Essex Financial Services, Inc.: CGXU position timeline

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

Essex Financial Services, Inc. held 36,226 CGXU 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 36,226 shares
    Change vs previous 13F +50 shares

    0.06% of the 13F portfolio, value $1,254,133.

    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 36,176 shares
    Change vs previous 13F +2,558 shares

    0.06% of the 13F portfolio, value $1,066,821.

    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 33,618 shares
    Change vs previous 13F +387 shares

    0.06% of the 13F portfolio, value $993,423.

    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 33,231 shares
    Change vs previous 13F +2,554 shares

    0.06% of the 13F portfolio, value $984,305.

    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 30,677 shares
    Change vs previous 13F +110 shares

    0.05% of the 13F portfolio, value $832,280.

    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 30,567 shares
    Change vs previous 13F +3,109 shares

    0.05% of the 13F portfolio, value $748,275.

    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 27,458 shares
    Change vs previous 13F -1,214 shares

    0.05% of the 13F portfolio, value $677,384.

    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 28,672 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $758,092.

    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).