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Disclosery

Essex Financial Services, Inc.: QQQM position timeline

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

Essex Financial Services, Inc. held 13,106 QQQM 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 13,106 shares
    Change vs previous 13F +829 shares

    0.2% of the 13F portfolio, value $3,970,659.

    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 12,277 shares
    Change vs previous 13F +123 shares

    0.16% of the 13F portfolio, value $2,917,259.

    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 12,154 shares
    Change vs previous 13F +226 shares

    0.17% of the 13F portfolio, value $3,074,015.

    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 11,928 shares
    Change vs previous 13F +212 shares

    0.18% of the 13F portfolio, value $2,947,644.

    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 11,716 shares
    Change vs previous 13F +587 shares

    0.17% of the 13F portfolio, value $2,660,641.

    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 11,129 shares
    Change vs previous 13F +999 shares

    0.15% of the 13F portfolio, value $2,148,161.

    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 10,130 shares
    Change vs previous 13F +2,068 shares

    0.15% of the 13F portfolio, value $2,131,783.

    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 8,062 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,645,529.

    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).