Essex Financial Services, Inc.: FEOE position timeline

Essex Financial Services, Inc. held 102,480 FEOE 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 102,480 shares

   Change vs previous 13F +23,375 shares

   0.27% of the 13F portfolio, value $5,472,428.

   13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 79,105 shares

   Change vs previous 13F +32,672 shares

   0.22% of the 13F portfolio, value $3,991,636.

   13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 46,433 shares

   Change vs previous 13F +14,060 shares

   0.13% of the 13F portfolio, value $2,245,513.

   13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 32,373 shares

   Change vs previous 13F +15,680 shares

   0.09% of the 13F portfolio, value $1,493,185.

   13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,693 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $702,286.

   13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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