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Disclosery

Essex Financial Services, Inc.: FBND position timeline

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

Essex Financial Services, Inc. held 72,093 FBND 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 72,093 shares
    Change vs previous 13F -22,160 shares

    0.16% of the 13F portfolio, value $3,279,498.

    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 94,253 shares
    Change vs previous 13F -8,674 shares

    0.24% of the 13F portfolio, value $4,299,829.

    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 102,927 shares
    Change vs previous 13F -68 shares

    0.27% of the 13F portfolio, value $4,738,753.

    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 102,995 shares
    Change vs previous 13F +761 shares

    0.28% of the 13F portfolio, value $4,762,480.

    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 102,234 shares
    Change vs previous 13F -5,785 shares

    0.31% of the 13F portfolio, value $4,677,207.

    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 108,019 shares
    Change vs previous 13F -3,331 shares

    0.36% of the 13F portfolio, value $4,931,084.

    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 111,350 shares
    Change vs previous 13F -5,003 shares

    0.35% of the 13F portfolio, value $4,996,296.

    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 116,353 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,332,478.

    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).