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Disclosery

Essex Financial Services, Inc.: IVOO position timeline

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

Essex Financial Services, Inc. held 2,490 IVOO 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 2,490 shares
    Change vs previous 13F -301 shares

    0.07% of the 13F portfolio, value $324,696.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    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 2,791 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $319,067.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    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 2,791 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $312,033.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    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 2,791 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $308,070.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,791 shares
    Change vs previous 13F -2,783 shares

    0.07% of the 13F portfolio, value $292,999.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,574 shares
    Change vs previous 13F -572 shares

    0.14% of the 13F portfolio, value $550,153.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 6,146 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $648,403.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    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 6,146 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $649,201.

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

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