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Disclosery

Essex Financial Services, Inc.: QQQ position timeline

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

Essex Financial Services, Inc. held 102,713 QQQ 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 102,713 shares
    Change vs previous 13F -2,738 shares

    3.06% of the 13F portfolio, value $75,637,822.

    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.: 96,658 shares
    • Essex Bank: 6,055 shares

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

  2. period ended2026-03-31
    13F 105,451 shares
    Change vs previous 13F -421 shares

    2.72% of the 13F portfolio, value $60,864,025.

    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.: 99,109 shares
    • Essex Bank: 6,342 shares

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

  3. period ended2025-12-31
    13F 105,872 shares
    Change vs previous 13F -783 shares

    2.93% of the 13F portfolio, value $65,038,373.

    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.: 99,146 shares
    • Essex Bank: 6,726 shares

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

  4. period ended2025-09-30
    13F 106,655 shares
    Change vs previous 13F +22 shares

    3.03% of the 13F portfolio, value $64,032,532.

    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.: 99,865 shares
    • Essex Bank: 6,790 shares

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

  5. period ended2025-06-30
    13F 106,633 shares
    Change vs previous 13F +2,872 shares

    3.03% of the 13F portfolio, value $58,822,944.

    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.: 99,862 shares
    • Essex Bank: 6,771 shares

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

  6. period ended2025-03-31
    13F 103,761 shares
    Change vs previous 13F +295 shares

    2.71% of the 13F portfolio, value $48,655,353.

    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.: 96,786 shares
    • Essex Bank: 6,975 shares

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

  7. period ended2024-12-31
    13F 103,466 shares
    Change vs previous 13F +1,465 shares

    2.91% of the 13F portfolio, value $52,894,928.

    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.: 96,455 shares
    • Essex Bank: 7,011 shares

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

  8. period ended2024-09-30
    13F 102,001 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $50,535,429.

    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.: 95,260 shares
    • Essex Bank: 6,741 shares

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