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Disclosery

Essex Financial Services, Inc.: RPV position timeline

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

Essex Financial Services, Inc. held 6,662 RPV 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 6,662 shares
    Change vs previous 13F +93 shares

    0.04% of the 13F portfolio, value $758,319.

    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 6,569 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $705,426.

    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 6,565 shares
    Change vs previous 13F +602 shares

    0.04% of the 13F portfolio, value $678,532.

    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 5,963 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $592,637.

    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 5,959 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $558,700.

    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 5,956 shares
    Change vs previous 13F +174 shares

    0.04% of the 13F portfolio, value $550,001.

    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 5,782 shares
    Change vs previous 13F +186 shares

    0.04% of the 13F portfolio, value $521,581.

    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 5,596 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $501,768.

    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).