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Disclosery

Essex Financial Services, Inc.: NVO position timeline

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

Essex Financial Services, Inc. held 19,308 NVO 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 19,308 shares
    Change vs previous 13F +9,550 shares

    0.04% of the 13F portfolio, value $925,530.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 9,550 shares
    • Essex Bank: 9,758 shares

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

  2. period ended2026-03-31
    13F 9,758 shares
    Change vs previous 13F -4,964 shares

    0.08% of the 13F portfolio, value $358,606.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 0 shares
    • Essex Bank: 9,758 shares

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

  3. period ended2025-12-31
    13F 14,722 shares
    Change vs previous 13F -730 shares

    0.03% of the 13F portfolio, value $749,054.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,795 shares
    • Essex Bank: 9,927 shares

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

  4. period ended2025-09-30
    13F 15,452 shares
    Change vs previous 13F -3,335 shares

    0.04% of the 13F portfolio, value $857,441.

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

    • Essex Financial Services, Inc.: 5,289 shares
    • Essex Bank: 10,163 shares

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

  5. period ended2025-06-30
    13F 18,787 shares
    Change vs previous 13F -750 shares

    0.07% of the 13F portfolio, value $1,296,657.

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

    • Essex Financial Services, Inc.: 8,052 shares
    • Essex Bank: 10,735 shares

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

  6. period ended2025-03-31
    13F 19,537 shares
    Change vs previous 13F -2,919 shares

    0.08% of the 13F portfolio, value $1,356,631.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,945 shares
    • Essex Bank: 11,592 shares

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

  7. period ended2024-12-31
    13F 22,456 shares
    Change vs previous 13F +547 shares

    0.11% of the 13F portfolio, value $1,931,639.

    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.: 12,820 shares
    • Essex Bank: 9,636 shares

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

  8. period ended2024-09-30
    13F 21,909 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,574,982.

    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.: 12,988 shares
    • Essex Bank: 8,921 shares

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