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Disclosery

Essex Financial Services, Inc.: FIDU position timeline

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

Essex Financial Services, Inc. held 18,817 FIDU 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 18,817 shares
    Change vs previous 13F +277 shares

    0.09% of the 13F portfolio, value $1,874,406.

    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 18,540 shares
    Change vs previous 13F +2,249 shares

    0.09% of the 13F portfolio, value $1,604,048.

    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 16,291 shares
    Change vs previous 13F +1,743 shares

    0.08% of the 13F portfolio, value $1,343,695.

    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 14,548 shares
    Change vs previous 13F +1,472 shares

    0.07% of the 13F portfolio, value $1,192,028.

    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 13,076 shares
    Change vs previous 13F +1,246 shares

    0.07% of the 13F portfolio, value $1,013,788.

    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 11,830 shares
    Change vs previous 13F +233 shares

    0.06% of the 13F portfolio, value $809,977.

    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 11,597 shares
    Change vs previous 13F -31 shares

    0.06% of the 13F portfolio, value $815,366.

    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 11,628 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $848,191.

    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).