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Disclosery

Essex Financial Services, Inc.: RIO position timeline

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

Essex Financial Services, Inc. held 8,435 RIO 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 8,435 shares
    Change vs previous 13F -463 shares

    0.04% of the 13F portfolio, value $800,768.

    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 8,898 shares
    Change vs previous 13F -611 shares

    0.05% of the 13F portfolio, value $830,139.

    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 9,509 shares
    Change vs previous 13F +1,077 shares

    0.04% of the 13F portfolio, value $760,995.

    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 8,432 shares
    Change vs previous 13F +115 shares

    0.03% of the 13F portfolio, value $556,588.

    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 8,317 shares
    Change vs previous 13F +126 shares

    0.03% of the 13F portfolio, value $485,159.

    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 8,191 shares
    Change vs previous 13F -1,449 shares

    0.04% of the 13F portfolio, value $492,121.

    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 9,640 shares
    Change vs previous 13F -243 shares

    0.04% of the 13F portfolio, value $566,937.

    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 9,883 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $647,115.

    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).