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Disclosery

Essex Financial Services, Inc.: IBB position timeline

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

Essex Financial Services, Inc. held 6,121 IBB 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 6,121 shares
    Change vs previous 13F -164 shares

    0.06% of the 13F portfolio, value $1,164,111.

    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 6,285 shares
    Change vs previous 13F -27 shares

    0.06% of the 13F portfolio, value $1,061,178.

    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 6,312 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $1,065,194.

    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 6,306 shares
    Change vs previous 13F -398 shares

    0.05% of the 13F portfolio, value $910,424.

    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 6,704 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $848,077.

    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 6,704 shares
    Change vs previous 13F -254 shares

    0.06% of the 13F portfolio, value $857,395.

    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 6,958 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $919,974.

    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 6,973 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,004,158.

    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.: 6,973 shares
    • Essex Bank: 0 shares

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