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Disclosery

Essex Financial Services, Inc.: IUSG position timeline

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

Essex Financial Services, Inc. held 30,663 IUSG 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 30,663 shares
    Change vs previous 13F +108 shares

    0.29% of the 13F portfolio, value $5,767,441.

    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 30,555 shares
    Change vs previous 13F +341 shares

    0.27% of the 13F portfolio, value $4,739,350.

    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 30,214 shares
    Change vs previous 13F -1,726 shares

    0.29% of the 13F portfolio, value $5,074,165.

    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.: 30,214 shares
    • Essex Bank: 0 shares

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

  4. period ended2025-09-30
    13F 31,940 shares
    Change vs previous 13F -167 shares

    0.25% of the 13F portfolio, value $5,255,374.

    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.: 30,569 shares
    • Essex Bank: 1,371 shares

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

  5. period ended2025-06-30
    13F 32,107 shares
    Change vs previous 13F +1,832 shares

    0.25% of the 13F portfolio, value $4,828,905.

    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.: 30,716 shares
    • Essex Bank: 1,391 shares

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

  6. period ended2025-03-31
    13F 30,275 shares
    Change vs previous 13F +570 shares

    0.28% of the 13F portfolio, value $3,847,405.

    13F-HR 0001951757-25-000454 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).

  7. period ended2024-12-31
    13F 29,705 shares
    Change vs previous 13F +1,207 shares

    0.29% of the 13F portfolio, value $4,139,383.

    13F-HR 0001951757-25-000141 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).

  8. period ended2024-09-30
    13F 28,498 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,840,949.

    13F-HR 0001951757-24-001121 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).