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Disclosery

Essex Financial Services, Inc.: ITOT position timeline

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

Essex Financial Services, Inc. held 151,125 ITOT 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 151,125 shares
    Change vs previous 13F -489 shares

    1% of the 13F portfolio, value $24,825,329.

    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.: 131,764 shares
    • Essex Bank: 19,361 shares

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

  2. period ended2026-03-31
    13F 151,614 shares
    Change vs previous 13F -561 shares

    0.97% of the 13F portfolio, value $21,594,345.

    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.: 132,253 shares
    • Essex Bank: 19,361 shares

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

  3. period ended2025-12-31
    13F 152,175 shares
    Change vs previous 13F -585 shares

    1.02% of the 13F portfolio, value $22,626,953.

    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.: 132,814 shares
    • Essex Bank: 19,361 shares

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

  4. period ended2025-09-30
    13F 152,760 shares
    Change vs previous 13F -7,189 shares

    1.05% of the 13F portfolio, value $22,249,544.

    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.: 133,614 shares
    • Essex Bank: 19,146 shares

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

  5. period ended2025-06-30
    13F 159,949 shares
    Change vs previous 13F +11,709 shares

    1.11% of the 13F portfolio, value $21,599,535.

    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.: 141,794 shares
    • Essex Bank: 18,155 shares

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

  6. period ended2025-03-31
    13F 148,240 shares
    Change vs previous 13F -2,738 shares

    1.01% of the 13F portfolio, value $18,086,765.

    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.: 131,410 shares
    • Essex Bank: 16,830 shares

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

  7. period ended2024-12-31
    13F 150,978 shares
    Change vs previous 13F +12,287 shares

    1.07% of the 13F portfolio, value $19,418,745.

    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.: 135,568 shares
    • Essex Bank: 15,410 shares

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

  8. period ended2024-09-30
    13F 138,691 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $17,675,501.

    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.: 124,693 shares
    • Essex Bank: 13,998 shares

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