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Disclosery

Essex Financial Services, Inc.: QQQJ position timeline

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

Essex Financial Services, Inc. held 76,367 QQQJ 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 76,367 shares
    Change vs previous 13F -688 shares

    0.17% of the 13F portfolio, value $3,470,130.

    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 77,055 shares
    Change vs previous 13F +15 shares

    0.16% of the 13F portfolio, value $2,790,167.

    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 77,040 shares
    Change vs previous 13F -732 shares

    0.16% of the 13F portfolio, value $2,838,920.

    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 77,772 shares
    Change vs previous 13F -2,003 shares

    0.17% of the 13F portfolio, value $2,783,464.

    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 79,775 shares
    Change vs previous 13F -3,370 shares

    0.17% of the 13F portfolio, value $2,551,191.

    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 83,145 shares
    Change vs previous 13F -1,916 shares

    0.17% of the 13F portfolio, value $2,412,039.

    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 85,061 shares
    Change vs previous 13F -1,388 shares

    0.19% of the 13F portfolio, value $2,626,694.

    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 86,449 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,622,000.

    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).