Skip to content
Disclosery

Essex Financial Services, Inc.: IQQQ position timeline

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

Essex Financial Services, Inc. held 28,312 IQQQ 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 28,312 shares
    Change vs previous 13F +3,067 shares

    0.07% of the 13F portfolio, value $1,438,272.

    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 25,245 shares
    Change vs previous 13F +1,490 shares

    0.06% of the 13F portfolio, value $1,052,501.

    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 23,755 shares
    Change vs previous 13F +16,113 shares

    0.06% of the 13F portfolio, value $1,056,640.

    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 7,642 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $336,641.

    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).