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Disclosery

Essex Financial Services, Inc.: IEMG position timeline

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

Essex Financial Services, Inc. held 26,849 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,849 shares
    Change vs previous 13F +562 shares

    0.09% of the 13F portfolio, value $2,224,168.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 9,786 shares
    • Essex Bank: 17,063 shares

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

  2. period ended2026-03-31
    13F 26,287 shares
    Change vs previous 13F +1,537 shares

    0.08% of the 13F portfolio, value $1,833,512.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 9,521 shares
    • Essex Bank: 16,766 shares

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

  3. period ended2025-12-31
    13F 24,750 shares
    Change vs previous 13F +350 shares

    0.07% of the 13F portfolio, value $1,663,653.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,642 shares
    • Essex Bank: 17,108 shares

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

  4. period ended2025-09-30
    13F 24,400 shares
    Change vs previous 13F +8,224 shares

    0.08% of the 13F portfolio, value $1,608,407.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,408 shares
    • Essex Bank: 16,992 shares

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

  5. period ended2025-06-30
    13F 16,176 shares
    Change vs previous 13F +322 shares

    0.05% of the 13F portfolio, value $970,915.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,598 shares
    • Essex Bank: 9,578 shares

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

  6. period ended2025-03-31
    13F 15,854 shares
    Change vs previous 13F -7,128 shares

    0.05% of the 13F portfolio, value $855,629.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,741 shares
    • Essex Bank: 9,113 shares

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

  7. period ended2024-12-31
    13F 22,982 shares
    Change vs previous 13F -1,658 shares

    0.07% of the 13F portfolio, value $1,200,103.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,818 shares
    • Essex Bank: 16,164 shares

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

  8. period ended2024-09-30
    13F 24,640 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,409,705.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 8,119 shares
    • Essex Bank: 16,521 shares

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