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Disclosery

Essex Financial Services, Inc.: DVY position timeline

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

Essex Financial Services, Inc. held 24,520 DVY 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 24,520 shares
    Change vs previous 13F -245 shares

    0.16% of the 13F portfolio, value $3,832,486.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 21,912 shares
    • Essex Bank: 2,608 shares

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

  2. period ended2026-03-31
    13F 24,765 shares
    Change vs previous 13F -71 shares

    0.17% of the 13F portfolio, value $3,749,668.

    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.: 21,911 shares
    • Essex Bank: 2,854 shares

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

  3. period ended2025-12-31
    13F 24,836 shares
    Change vs previous 13F +126 shares

    0.16% of the 13F portfolio, value $3,505,350.

    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.: 21,910 shares
    • Essex Bank: 2,926 shares

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

  4. period ended2025-09-30
    13F 24,710 shares
    Change vs previous 13F -366 shares

    0.17% of the 13F portfolio, value $3,511,222.

    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.: 21,784 shares
    • Essex Bank: 2,926 shares

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

  5. period ended2025-06-30
    13F 25,076 shares
    Change vs previous 13F -496 shares

    0.17% of the 13F portfolio, value $3,330,384.

    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.: 22,129 shares
    • Essex Bank: 2,947 shares

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

  6. period ended2025-03-31
    13F 25,572 shares
    Change vs previous 13F -8,205 shares

    0.19% of the 13F portfolio, value $3,434,068.

    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.: 22,610 shares
    • Essex Bank: 2,962 shares

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

  7. period ended2024-12-31
    13F 33,777 shares
    Change vs previous 13F +8,491 shares

    0.24% of the 13F portfolio, value $4,434,634.

    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.: 30,765 shares
    • Essex Bank: 3,012 shares

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

  8. period ended2024-09-30
    13F 25,286 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,418,471.

    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.: 22,200 shares
    • Essex Bank: 3,086 shares

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