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Disclosery

Essex Financial Services, Inc.: FELV position timeline

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

Essex Financial Services, Inc. held 45,984 FELV 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 45,984 shares
    Change vs previous 13F -291 shares

    0.09% of the 13F portfolio, value $1,843,482.

    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 46,275 shares
    Change vs previous 13F -1,184 shares

    0.09% of the 13F portfolio, value $1,615,457.

    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 47,459 shares
    Change vs previous 13F -614 shares

    0.09% of the 13F portfolio, value $1,644,934.

    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 48,073 shares
    Change vs previous 13F +167 shares

    0.1% of the 13F portfolio, value $1,611,881.

    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 47,906 shares
    Change vs previous 13F +449 shares

    0.1% of the 13F portfolio, value $1,521,970.

    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 47,457 shares
    Change vs previous 13F -34 shares

    0.11% of the 13F portfolio, value $1,458,814.

    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 47,491 shares
    Change vs previous 13F -612 shares

    0.1% of the 13F portfolio, value $1,447,044.

    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 48,103 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,504,676.

    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).