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Disclosery

Essex Financial Services, Inc.: PVAL position timeline

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

Essex Financial Services, Inc. held 150,360 PVAL 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 150,360 shares
    Change vs previous 13F +8,592 shares

    0.38% of the 13F portfolio, value $7,660,844.

    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 141,768 shares
    Change vs previous 13F +25,732 shares

    0.37% of the 13F portfolio, value $6,578,048.

    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 116,036 shares
    Change vs previous 13F +16,088 shares

    0.3% of the 13F portfolio, value $5,287,744.

    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 99,948 shares
    Change vs previous 13F +22,992 shares

    0.26% of the 13F portfolio, value $4,269,773.

    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 76,956 shares
    Change vs previous 13F +13,987 shares

    0.2% of the 13F portfolio, value $3,095,923.

    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 62,969 shares
    Change vs previous 13F +34,818 shares

    0.17% of the 13F portfolio, value $2,397,844.

    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 28,151 shares
    Change vs previous 13F -3,357 shares

    0.07% of the 13F portfolio, value $1,044,950.

    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 31,508 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,206,427.

    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).