Skip to content
Disclosery

Essex Financial Services, Inc.: JBND position timeline

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

Essex Financial Services, Inc. held 164,667 JBND 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 164,667 shares
    Change vs previous 13F -5,716 shares

    0.44% of the 13F portfolio, value $8,809,668.

    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 170,383 shares
    Change vs previous 13F +12,093 shares

    0.51% of the 13F portfolio, value $9,161,496.

    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 158,290 shares
    Change vs previous 13F +16,183 shares

    0.49% of the 13F portfolio, value $8,558,765.

    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 142,107 shares
    Change vs previous 13F +6,976 shares

    0.46% of the 13F portfolio, value $7,696,527.

    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 135,131 shares
    Change vs previous 13F +6,809 shares

    0.48% of the 13F portfolio, value $7,241,683.

    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 128,322 shares
    Change vs previous 13F +15,051 shares

    0.49% of the 13F portfolio, value $6,867,771.

    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 113,271 shares
    Change vs previous 13F +77,392 shares

    0.42% of the 13F portfolio, value $5,918,395.

    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 35,879 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,911,986.

    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).