Skip to content
Disclosery

Essex Financial Services, Inc.: GLD position timeline

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

Essex Financial Services, Inc. held 81,024 GLD 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 81,024 shares
    Change vs previous 13F -756 shares

    1.21% of the 13F portfolio, value $29,847,741.

    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.: 78,415 shares
    • Essex Bank: 2,609 shares

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

  2. period ended2026-03-31
    13F 81,780 shares
    Change vs previous 13F -2,382 shares

    1.57% of the 13F portfolio, value $35,189,218.

    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.: 79,590 shares
    • Essex Bank: 2,190 shares

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

  3. period ended2025-12-31
    13F 84,162 shares
    Change vs previous 13F -1,720 shares

    1.5% of the 13F portfolio, value $33,354,351.

    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.: 82,047 shares
    • Essex Bank: 2,115 shares

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

  4. period ended2025-09-30
    13F 85,882 shares
    Change vs previous 13F -5,017 shares

    1.44% of the 13F portfolio, value $30,528,321.

    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.: 83,767 shares
    • Essex Bank: 2,115 shares

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

  5. period ended2025-06-30
    13F 90,899 shares
    Change vs previous 13F -1,658 shares

    1.43% of the 13F portfolio, value $27,708,818.

    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.: 88,930 shares
    • Essex Bank: 1,969 shares

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

  6. period ended2025-03-31
    13F 92,557 shares
    Change vs previous 13F +1,628 shares

    1.49% of the 13F portfolio, value $26,669,435.

    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.: 90,588 shares
    • Essex Bank: 1,969 shares

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

  7. period ended2024-12-31
    13F 90,929 shares
    Change vs previous 13F -947 shares

    1.21% of the 13F portfolio, value $22,016,549.

    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.: 89,358 shares
    • Essex Bank: 1,571 shares

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

  8. period ended2024-09-30
    13F 91,876 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $23,311,263.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 90,305 shares
    • Essex Bank: 1,571 shares

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