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Disclosery

Essex Financial Services, Inc.: FUND position timeline

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

Essex Financial Services, Inc. held 218,889 FUND 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 218,889 shares
    Change vs previous 13F +303 shares

    0.1% of the 13F portfolio, value $2,075,064.

    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 218,586 shares
    Change vs previous 13F +994 shares

    0.12% of the 13F portfolio, value $2,085,306.

    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 217,592 shares
    Change vs previous 13F -855 shares

    0.11% of the 13F portfolio, value $1,888,697.

    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 218,447 shares
    Change vs previous 13F -178 shares

    0.11% of the 13F portfolio, value $1,815,294.

    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 218,625 shares
    Change vs previous 13F -4,254 shares

    0.11% of the 13F portfolio, value $1,635,313.

    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 222,879 shares
    Change vs previous 13F -11,828 shares

    0.12% of the 13F portfolio, value $1,651,531.

    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 234,707 shares
    Change vs previous 13F -2,403 shares

    0.12% of the 13F portfolio, value $1,716,884.

    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 237,110 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,853,013.

    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).