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Disclosery

Essex Financial Services, Inc.: ELV position timeline

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

Essex Financial Services, Inc. held 3,228 ELV 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 3,228 shares
    Change vs previous 13F -102 shares

    0.06% of the 13F portfolio, value $1,248,487.

    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 3,330 shares
    Change vs previous 13F -151 shares

    0.05% of the 13F portfolio, value $974,906.

    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 3,481 shares
    Change vs previous 13F -286 shares

    0.07% of the 13F portfolio, value $1,220,435.

    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 3,767 shares
    Change vs previous 13F -1,328 shares

    0.07% of the 13F portfolio, value $1,217,149.

    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 5,095 shares
    Change vs previous 13F -18 shares

    0.13% of the 13F portfolio, value $1,981,933.

    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 5,113 shares
    Change vs previous 13F +41 shares

    0.16% of the 13F portfolio, value $2,224,110.

    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 5,072 shares
    Change vs previous 13F -493 shares

    0.13% of the 13F portfolio, value $1,871,111.

    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.: 5,072 shares
    • Essex Bank: 0 shares

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

  8. period ended2024-09-30
    13F 5,565 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,382,773.

    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.: 5,111 shares
    • Essex Bank: 454 shares

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