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Disclosery

Essex Financial Services, Inc.: GEV position timeline

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

Essex Financial Services, Inc. held 9,075 GEV 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 9,075 shares
    Change vs previous 13F +755 shares

    0.43% of the 13F portfolio, value $10,661,662.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 8,014 shares
    • Essex Bank: 1,061 shares

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

  2. period ended2026-03-31
    13F 8,320 shares
    Change vs previous 13F +309 shares

    0.33% of the 13F portfolio, value $7,262,444.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,259 shares
    • Essex Bank: 1,061 shares

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

  3. period ended2025-12-31
    13F 8,011 shares
    Change vs previous 13F +182 shares

    0.24% of the 13F portfolio, value $5,236,045.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,950 shares
    • Essex Bank: 1,061 shares

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

  4. period ended2025-09-30
    13F 7,829 shares
    Change vs previous 13F +287 shares

    0.23% of the 13F portfolio, value $4,814,187.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,835 shares
    • Essex Bank: 994 shares

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

  5. period ended2025-06-30
    13F 7,542 shares
    Change vs previous 13F +110 shares

    0.21% of the 13F portfolio, value $3,990,735.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,529 shares
    • Essex Bank: 1,013 shares

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

  6. period ended2025-03-31
    13F 7,432 shares
    Change vs previous 13F +310 shares

    0.13% of the 13F portfolio, value $2,268,694.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,419 shares
    • Essex Bank: 1,013 shares

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

  7. period ended2024-12-31
    13F 7,122 shares
    Change vs previous 13F +874 shares

    0.13% of the 13F portfolio, value $2,342,710.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,408 shares
    • Essex Bank: 714 shares

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

  8. period ended2024-09-30
    13F 6,248 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,726,991.

    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).