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Disclosery

Essex Financial Services, Inc.: IAU position timeline

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

Essex Financial Services, Inc. held 26,707 IAU 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 26,707 shares
    Change vs previous 13F -146 shares

    0.08% of the 13F portfolio, value $2,016,630.

    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.: 16,614 shares
    • Essex Bank: 10,093 shares

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

  2. period ended2026-03-31
    13F 26,853 shares
    Change vs previous 13F +983 shares

    0.11% of the 13F portfolio, value $2,367,272.

    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.: 16,727 shares
    • Essex Bank: 10,126 shares

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

  3. period ended2025-12-31
    13F 25,870 shares
    Change vs previous 13F -227 shares

    0.09% of the 13F portfolio, value $2,099,865.

    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.: 15,171 shares
    • Essex Bank: 10,699 shares

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

  4. period ended2025-09-30
    13F 26,097 shares
    Change vs previous 13F +383 shares

    0.09% of the 13F portfolio, value $1,899,075.

    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.: 16,420 shares
    • Essex Bank: 9,677 shares

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

  5. period ended2025-06-30
    13F 25,714 shares
    Change vs previous 13F +2,262 shares

    0.08% of the 13F portfolio, value $1,603,524.

    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.: 16,365 shares
    • Essex Bank: 9,349 shares

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

  6. period ended2025-03-31
    13F 23,452 shares
    Change vs previous 13F -1,151 shares

    0.08% of the 13F portfolio, value $1,382,626.

    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.: 13,392 shares
    • Essex Bank: 10,060 shares

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

  7. period ended2024-12-31
    13F 24,603 shares
    Change vs previous 13F +1,812 shares

    0.07% of the 13F portfolio, value $1,218,003.

    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.: 15,512 shares
    • Essex Bank: 9,091 shares

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

  8. period ended2024-09-30
    13F 22,791 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,164,883.

    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.: 14,491 shares
    • Essex Bank: 8,300 shares

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