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Disclosery

Essex Financial Services, Inc.: EFV position timeline

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

Essex Financial Services, Inc. held 15,145 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,145 shares
    Change vs previous 13F -540 shares

    0.05% of the 13F portfolio, value $1,159,270.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,641 shares
    • Essex Bank: 8,504 shares

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

  2. period ended2026-03-31
    13F 15,685 shares
    Change vs previous 13F -281 shares

    0.05% of the 13F portfolio, value $1,166,140.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,117 shares
    • Essex Bank: 8,568 shares

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

  3. period ended2025-12-31
    13F 15,966 shares
    Change vs previous 13F +87 shares

    0.05% of the 13F portfolio, value $1,140,009.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,345 shares
    • Essex Bank: 8,621 shares

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

  4. period ended2025-09-30
    13F 15,879 shares
    Change vs previous 13F +32 shares

    0.05% of the 13F portfolio, value $1,077,073.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,246 shares
    • Essex Bank: 8,633 shares

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

  5. period ended2025-06-30
    13F 15,847 shares
    Change vs previous 13F +757 shares

    0.05% of the 13F portfolio, value $1,005,881.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,149 shares
    • Essex Bank: 8,698 shares

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

  6. period ended2025-03-31
    13F 15,090 shares
    Change vs previous 13F -67 shares

    0.05% of the 13F portfolio, value $889,338.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,112 shares
    • Essex Bank: 8,978 shares

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

  7. period ended2024-12-31
    13F 15,157 shares
    Change vs previous 13F +1,086 shares

    0.04% of the 13F portfolio, value $795,309.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,143 shares
    • Essex Bank: 9,014 shares

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

  8. period ended2024-09-30
    13F 14,071 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $798,855.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 5,673 shares
    • Essex Bank: 8,398 shares

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