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Disclosery

Essex Financial Services, Inc.: IEFA position timeline

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

Essex Financial Services, Inc. held 61,661 IEFA 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 61,661 shares
    Change vs previous 13F +8,500 shares

    0.24% of the 13F portfolio, value $5,955,216.

    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.: 49,250 shares
    • Essex Bank: 12,411 shares

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

  2. period ended2026-03-31
    13F 53,161 shares
    Change vs previous 13F +5,216 shares

    0.22% of the 13F portfolio, value $4,812,667.

    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.: 41,183 shares
    • Essex Bank: 11,978 shares

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

  3. period ended2025-12-31
    13F 47,945 shares
    Change vs previous 13F +2,521 shares

    0.19% of the 13F portfolio, value $4,289,164.

    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.: 36,612 shares
    • Essex Bank: 11,333 shares

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

  4. period ended2025-09-30
    13F 45,424 shares
    Change vs previous 13F -2,534 shares

    0.19% of the 13F portfolio, value $3,965,930.

    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.: 33,973 shares
    • Essex Bank: 11,451 shares

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

  5. period ended2025-06-30
    13F 47,958 shares
    Change vs previous 13F +3,192 shares

    0.21% of the 13F portfolio, value $4,003,381.

    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.: 36,617 shares
    • Essex Bank: 11,341 shares

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

  6. period ended2025-03-31
    13F 44,766 shares
    Change vs previous 13F -8,147 shares

    0.19% of the 13F portfolio, value $3,386,568.

    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.: 32,908 shares
    • Essex Bank: 11,858 shares

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

  7. period ended2024-12-31
    13F 52,913 shares
    Change vs previous 13F +15,472 shares

    0.2% of the 13F portfolio, value $3,718,710.

    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.: 40,909 shares
    • Essex Bank: 12,004 shares

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

  8. period ended2024-09-30
    13F 37,441 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,838,879.

    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.: 27,571 shares
    • Essex Bank: 9,870 shares

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