Skip to content
Disclosery

Essex Financial Services, Inc.: NVS position timeline

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

Essex Financial Services, Inc. held 13,773 NVS 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 13,773 shares
    Change vs previous 13F -114 shares

    0.09% of the 13F portfolio, value $2,158,485.

    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.: 8,976 shares
    • Essex Bank: 4,797 shares

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

  2. period ended2026-03-31
    13F 13,887 shares
    Change vs previous 13F +154 shares

    0.09% of the 13F portfolio, value $2,121,218.

    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.: 9,073 shares
    • Essex Bank: 4,814 shares

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

  3. period ended2025-12-31
    13F 13,733 shares
    Change vs previous 13F +204 shares

    0.09% of the 13F portfolio, value $1,893,396.

    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.: 8,921 shares
    • Essex Bank: 4,812 shares

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

  4. period ended2025-09-30
    13F 13,529 shares
    Change vs previous 13F +1,337 shares

    0.08% of the 13F portfolio, value $1,734,986.

    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.: 8,918 shares
    • Essex Bank: 4,611 shares

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

  5. period ended2025-06-30
    13F 12,192 shares
    Change vs previous 13F +458 shares

    0.08% of the 13F portfolio, value $1,475,378.

    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.: 7,581 shares
    • Essex Bank: 4,611 shares

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

  6. period ended2025-03-31
    13F 11,734 shares
    Change vs previous 13F +762 shares

    0.07% of the 13F portfolio, value $1,308,100.

    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.: 7,208 shares
    • Essex Bank: 4,526 shares

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

  7. period ended2024-12-31
    13F 10,972 shares
    Change vs previous 13F +89 shares

    0.06% of the 13F portfolio, value $1,067,680.

    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.: 7,037 shares
    • Essex Bank: 3,935 shares

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

  8. period ended2024-09-30
    13F 10,883 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,246,844.

    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.: 7,020 shares
    • Essex Bank: 3,863 shares

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