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Disclosery

Essex Financial Services, Inc.: IJR position timeline

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

Essex Financial Services, Inc. held 35,916 IJR 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 35,916 shares
    Change vs previous 13F +471 shares

    0.22% of the 13F portfolio, value $5,326,620.

    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.: 25,433 shares
    • Essex Bank: 10,483 shares

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

  2. period ended2026-03-31
    13F 35,445 shares
    Change vs previous 13F -826 shares

    0.2% of the 13F portfolio, value $4,406,140.

    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.: 24,963 shares
    • Essex Bank: 10,482 shares

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

  3. period ended2025-12-31
    13F 36,271 shares
    Change vs previous 13F +26 shares

    0.2% of the 13F portfolio, value $4,359,013.

    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.: 25,789 shares
    • Essex Bank: 10,482 shares

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

  4. period ended2025-09-30
    13F 36,245 shares
    Change vs previous 13F -2,855 shares

    0.2% of the 13F portfolio, value $4,306,944.

    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.: 25,733 shares
    • Essex Bank: 10,512 shares

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

  5. period ended2025-06-30
    13F 39,100 shares
    Change vs previous 13F -7,042 shares

    0.22% of the 13F portfolio, value $4,273,186.

    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.: 27,801 shares
    • Essex Bank: 11,299 shares

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

  6. period ended2025-03-31
    13F 46,142 shares
    Change vs previous 13F -1,874 shares

    0.27% of the 13F portfolio, value $4,825,067.

    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.: 30,561 shares
    • Essex Bank: 15,581 shares

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

  7. period ended2024-12-31
    13F 48,016 shares
    Change vs previous 13F +1,085 shares

    0.3% of the 13F portfolio, value $5,532,374.

    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.: 32,627 shares
    • Essex Bank: 15,389 shares

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

  8. period ended2024-09-30
    13F 46,931 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,437,229.

    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.: 33,117 shares
    • Essex Bank: 13,814 shares

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