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Disclosery

Essex Financial Services, Inc.: IVW position timeline

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

Essex Financial Services, Inc. held 41,641 IVW 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 41,641 shares
    Change vs previous 13F -647 shares

    0.23% of the 13F portfolio, value $5,726,893.

    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.: 25,683 shares
    • Essex Bank: 15,958 shares

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

  2. period ended2026-03-31
    13F 42,288 shares
    Change vs previous 13F -972 shares

    0.21% of the 13F portfolio, value $4,783,161.

    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.: 26,061 shares
    • Essex Bank: 16,227 shares

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

  3. period ended2025-12-31
    13F 43,260 shares
    Change vs previous 13F -1,856 shares

    0.24% of the 13F portfolio, value $5,332,200.

    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.: 26,612 shares
    • Essex Bank: 16,648 shares

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

  4. period ended2025-09-30
    13F 45,116 shares
    Change vs previous 13F -868 shares

    0.26% of the 13F portfolio, value $5,446,443.

    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.: 28,387 shares
    • Essex Bank: 16,729 shares

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

  5. period ended2025-06-30
    13F 45,984 shares
    Change vs previous 13F +1,205 shares

    0.26% of the 13F portfolio, value $5,062,788.

    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.: 29,132 shares
    • Essex Bank: 16,852 shares

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

  6. period ended2025-03-31
    13F 44,779 shares
    Change vs previous 13F -3,185 shares

    0.23% of the 13F portfolio, value $4,156,869.

    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.: 27,668 shares
    • Essex Bank: 17,111 shares

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

  7. period ended2024-12-31
    13F 47,964 shares
    Change vs previous 13F +3,570 shares

    0.27% of the 13F portfolio, value $4,869,803.

    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.: 30,053 shares
    • Essex Bank: 17,911 shares

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

  8. period ended2024-09-30
    13F 44,394 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,310,114.

    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.: 26,383 shares
    • Essex Bank: 18,011 shares

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