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Disclosery

Essex Financial Services, Inc.: FDVV position timeline

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

Essex Financial Services, Inc. held 81,352 FDVV 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 81,352 shares
    Change vs previous 13F -1,971 shares

    0.24% of the 13F portfolio, value $4,904,692.

    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 83,323 shares
    Change vs previous 13F +153 shares

    0.26% of the 13F portfolio, value $4,602,745.

    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 83,170 shares
    Change vs previous 13F +282 shares

    0.27% of the 13F portfolio, value $4,714,908.

    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 82,888 shares
    Change vs previous 13F +2,556 shares

    0.28% of the 13F portfolio, value $4,617,705.

    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 80,332 shares
    Change vs previous 13F +4,227 shares

    0.27% of the 13F portfolio, value $4,178,874.

    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 76,105 shares
    Change vs previous 13F +11,450 shares

    0.27% of the 13F portfolio, value $3,774,824.

    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 64,655 shares
    Change vs previous 13F +7,117 shares

    0.23% of the 13F portfolio, value $3,228,856.

    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 57,538 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,966,652.

    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).