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Disclosery

Essex Financial Services, Inc.: IVV position timeline

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

Essex Financial Services, Inc. held 49,599 IVV 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 49,599 shares
    Change vs previous 13F +1,312 shares

    1.5% of the 13F portfolio, value $37,144,441.

    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.: 41,363 shares
    • Essex Bank: 8,236 shares

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

  2. period ended2026-03-31
    13F 48,287 shares
    Change vs previous 13F +128 shares

    1.41% of the 13F portfolio, value $31,541,240.

    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.: 39,413 shares
    • Essex Bank: 8,874 shares

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

  3. period ended2025-12-31
    13F 48,159 shares
    Change vs previous 13F +558 shares

    1.49% of the 13F portfolio, value $32,986,098.

    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.: 39,103 shares
    • Essex Bank: 9,056 shares

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

  4. period ended2025-09-30
    13F 47,601 shares
    Change vs previous 13F +2,645 shares

    1.51% of the 13F portfolio, value $31,858,954.

    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.: 39,013 shares
    • Essex Bank: 8,588 shares

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

  5. period ended2025-06-30
    13F 44,956 shares
    Change vs previous 13F -3,998 shares

    1.44% of the 13F portfolio, value $27,913,195.

    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.: 37,706 shares
    • Essex Bank: 7,250 shares

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

  6. period ended2025-03-31
    13F 48,954 shares
    Change vs previous 13F +349 shares

    1.53% of the 13F portfolio, value $27,507,054.

    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.: 39,591 shares
    • Essex Bank: 9,363 shares

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

  7. period ended2024-12-31
    13F 48,605 shares
    Change vs previous 13F -2,108 shares

    1.57% of the 13F portfolio, value $28,612,435.

    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.: 38,670 shares
    • Essex Bank: 9,935 shares

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

  8. period ended2024-09-30
    13F 50,713 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $29,629,808.

    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.: 40,547 shares
    • Essex Bank: 10,166 shares

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