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Disclosery

Essex Financial Services, Inc.: DFLV position timeline

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

Essex Financial Services, Inc. held 65,576 DFLV 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 65,576 shares
    Change vs previous 13F +452 shares

    0.13% of the 13F portfolio, value $2,592,891.

    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 65,124 shares
    Change vs previous 13F +2,275 shares

    0.13% of the 13F portfolio, value $2,325,579.

    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 62,849 shares
    Change vs previous 13F +961 shares

    0.12% of the 13F portfolio, value $2,150,062.

    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 61,888 shares
    Change vs previous 13F -17,033 shares

    0.12% of the 13F portfolio, value $2,036,125.

    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 78,921 shares
    Change vs previous 13F +5,099 shares

    0.16% of the 13F portfolio, value $2,448,120.

    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 73,822 shares
    Change vs previous 13F -20,194 shares

    0.16% of the 13F portfolio, value $2,256,727.

    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 94,016 shares
    Change vs previous 13F +22,659 shares

    0.2% of the 13F portfolio, value $2,823,287.

    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 71,357 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,221,349.

    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).