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Disclosery

Essex Financial Services, Inc.: IUSV position timeline

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

Essex Financial Services, Inc. held 13,796 IUSV 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 13,796 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $1,519,640.

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

    • Essex Financial Services, Inc.: 6,507 shares
    • Essex Bank: 7,289 shares

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

  2. period ended2026-03-31
    13F 13,793 shares
    Change vs previous 13F +1,713 shares

    0.06% of the 13F portfolio, value $1,410,368.

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

    • Essex Financial Services, Inc.: 6,504 shares
    • Essex Bank: 7,289 shares

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

  3. period ended2025-12-31
    13F 12,080 shares
    Change vs previous 13F +123 shares

    0.06% of the 13F portfolio, value $1,238,652.

    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.: 6,256 shares
    • Essex Bank: 5,824 shares

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

  4. period ended2025-09-30
    13F 11,957 shares
    Change vs previous 13F +307 shares

    0.06% of the 13F portfolio, value $1,195,112.

    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.: 6,133 shares
    • Essex Bank: 5,824 shares

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

  5. period ended2025-06-30
    13F 11,650 shares
    Change vs previous 13F -178 shares

    0.06% of the 13F portfolio, value $1,102,473.

    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.: 6,156 shares
    • Essex Bank: 5,494 shares

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

  6. period ended2025-03-31
    13F 11,828 shares
    Change vs previous 13F -603 shares

    0.06% of the 13F portfolio, value $1,091,575.

    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.: 6,334 shares
    • Essex Bank: 5,494 shares

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

  7. period ended2024-12-31
    13F 12,431 shares
    Change vs previous 13F +1,128 shares

    0.06% of the 13F portfolio, value $1,151,007.

    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.: 6,307 shares
    • Essex Bank: 6,124 shares

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

  8. period ended2024-09-30
    13F 11,303 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,082,711.

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

    • Essex Financial Services, Inc.: 5,179 shares
    • Essex Bank: 6,124 shares

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