Essex Financial Services, Inc.: REVS position timeline

Essex Financial Services, Inc. held 46,656 REVS 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 46,656 shares

   Change vs previous 13F +17,353 shares

   0.07% of the 13F portfolio, value $1,466,875.

   13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 29,303 shares

   Change vs previous 13F +4,677 shares

   0.05% of the 13F portfolio, value $838,651.

   13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 24,626 shares

   Change vs previous 13F +12,815 shares

   0.04% of the 13F portfolio, value $696,503.

   13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,811 shares

   Change vs previous 13F +3,725 shares

   0.02% of the 13F portfolio, value $330,189.

   13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,086 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $212,508.

   13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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