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Disclosery

Essex Financial Services, Inc.: IXUS position timeline

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

Essex Financial Services, Inc. held 32,220 IXUS 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 32,220 shares
    Change vs previous 13F +279 shares

    0.15% of the 13F portfolio, value $3,075,048.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    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 31,941 shares
    Change vs previous 13F +882 shares

    0.16% of the 13F portfolio, value $2,767,373.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    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 31,059 shares
    Change vs previous 13F +1,062 shares

    0.15% of the 13F portfolio, value $2,628,838.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    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 29,997 shares
    Change vs previous 13F -681 shares

    0.15% of the 13F portfolio, value $2,477,194.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    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 30,678 shares
    Change vs previous 13F +2,532 shares

    0.16% of the 13F portfolio, value $2,371,736.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    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 28,146 shares
    Change vs previous 13F -1,711 shares

    0.14% of the 13F portfolio, value $1,964,852.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    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 29,857 shares
    Change vs previous 13F -2,590 shares

    0.14% of the 13F portfolio, value $1,974,727.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    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 32,447 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,290,787.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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