Skip to content
Disclosery

Essex Financial Services, Inc.: IVE position timeline

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

Essex Financial Services, Inc. held 12,172 IVE 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 12,172 shares
    Change vs previous 13F -521 shares

    0.11% of the 13F portfolio, value $2,763,688.

    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.: 9,165 shares
    • Essex Bank: 3,007 shares

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

  2. period ended2026-03-31
    13F 12,693 shares
    Change vs previous 13F +21 shares

    0.12% of the 13F portfolio, value $2,680,153.

    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.: 9,502 shares
    • Essex Bank: 3,191 shares

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

  3. period ended2025-12-31
    13F 12,672 shares
    Change vs previous 13F -696 shares

    0.12% of the 13F portfolio, value $2,687,345.

    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.: 9,481 shares
    • Essex Bank: 3,191 shares

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

  4. period ended2025-09-30
    13F 13,368 shares
    Change vs previous 13F +78 shares

    0.13% of the 13F portfolio, value $2,760,689.

    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.: 10,177 shares
    • Essex Bank: 3,191 shares

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

  5. period ended2025-06-30
    13F 13,290 shares
    Change vs previous 13F +1,082 shares

    0.13% of the 13F portfolio, value $2,597,214.

    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.: 10,099 shares
    • Essex Bank: 3,191 shares

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

  6. period ended2025-03-31
    13F 12,208 shares
    Change vs previous 13F -961 shares

    0.13% of the 13F portfolio, value $2,326,512.

    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.: 8,156 shares
    • Essex Bank: 4,052 shares

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

  7. period ended2024-12-31
    13F 13,169 shares
    Change vs previous 13F +745 shares

    0.14% of the 13F portfolio, value $2,513,605.

    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.: 8,980 shares
    • Essex Bank: 4,189 shares

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

  8. period ended2024-09-30
    13F 12,424 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,460,459.

    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.: 8,031 shares
    • Essex Bank: 4,393 shares

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