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Disclosery

Essex Financial Services, Inc.: DFUS position timeline

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

Essex Financial Services, Inc. held 9,977 DFUS 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 9,977 shares
    Change vs previous 13F +655 shares

    0.04% of the 13F portfolio, value $817,546.

    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 9,322 shares
    Change vs previous 13F -324 shares

    0.04% of the 13F portfolio, value $661,031.

    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 9,646 shares
    Change vs previous 13F +240 shares

    0.04% of the 13F portfolio, value $715,438.

    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 9,406 shares
    Change vs previous 13F -102 shares

    0.04% of the 13F portfolio, value $681,358.

    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 9,508 shares
    Change vs previous 13F -2,481 shares

    0.04% of the 13F portfolio, value $637,219.

    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 11,989 shares
    Change vs previous 13F +1,384 shares

    0.05% of the 13F portfolio, value $725,066.

    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 10,605 shares
    Change vs previous 13F +2,258 shares

    0.05% of the 13F portfolio, value $676,094.

    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 8,347 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $527,758.

    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).