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Disclosery

Essex Financial Services, Inc.: HTGC position timeline

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

Essex Financial Services, Inc. held 56,448 HTGC 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 56,448 shares
    Change vs previous 13F +1,036 shares

    0.04% of the 13F portfolio, value $890,181.

    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 55,412 shares
    Change vs previous 13F -1,327 shares

    0.05% of the 13F portfolio, value $818,432.

    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 56,739 shares
    Change vs previous 13F +330 shares

    0.06% of the 13F portfolio, value $1,067,827.

    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 56,409 shares
    Change vs previous 13F -4,732 shares

    0.06% of the 13F portfolio, value $1,066,692.

    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 61,141 shares
    Change vs previous 13F +463 shares

    0.07% of the 13F portfolio, value $1,117,665.

    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 60,678 shares
    Change vs previous 13F -219 shares

    0.08% of the 13F portfolio, value $1,165,633.

    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 60,897 shares
    Change vs previous 13F -1,905 shares

    0.09% of the 13F portfolio, value $1,223,421.

    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 62,802 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,258,552.

    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).