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Disclosery

Essex Financial Services, Inc.: GQGU position timeline

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

Essex Financial Services, Inc. held 77,190 GQGU 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 77,190 shares
    Change vs previous 13F +3,614 shares

    0.1% of the 13F portfolio, value $1,960,617.

    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 73,576 shares
    Change vs previous 13F +12,920 shares

    0.11% of the 13F portfolio, value $1,979,920.

    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 60,656 shares
    Change vs previous 13F +46,892 shares

    0.08% of the 13F portfolio, value $1,489,115.

    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 13,764 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $347,545.

    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).