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Disclosery

Essex Financial Services, Inc.: SGOV position timeline

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

Essex Financial Services, Inc. held 8,888 SGOV 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 8,888 shares
    Change vs previous 13F +2,274 shares

    0.04% of the 13F portfolio, value $894,710.

    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 6,614 shares
    Change vs previous 13F +1,721 shares

    0.04% of the 13F portfolio, value $665,770.

    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 4,893 shares
    Change vs previous 13F -847 shares

    0.03% of the 13F portfolio, value $491,193.

    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 5,740 shares
    Change vs previous 13F -4,525 shares

    0.03% of the 13F portfolio, value $578,031.

    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 10,265 shares
    Change vs previous 13F -1,167 shares

    0.07% of the 13F portfolio, value $1,033,626.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 10,265 shares
    • Essex Bank: 0 shares

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

  6. period ended2025-03-31
    13F 11,432 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,150,859.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 8,501 shares
    • Essex Bank: 2,931 shares

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