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Disclosery

Essex Financial Services, Inc.: SLV position timeline

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

Essex Financial Services, Inc. held 28,751 SLV 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 28,751 shares
    Change vs previous 13F -156 shares

    0.08% of the 13F portfolio, value $1,537,312.

    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 28,907 shares
    Change vs previous 13F -11,476 shares

    0.11% of the 13F portfolio, value $1,969,726.

    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 40,383 shares
    Change vs previous 13F +3,023 shares

    0.15% of the 13F portfolio, value $2,601,496.

    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 37,360 shares
    Change vs previous 13F +6,722 shares

    0.09% of the 13F portfolio, value $1,582,946.

    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 30,638 shares
    Change vs previous 13F +1,097 shares

    0.07% of the 13F portfolio, value $1,005,235.

    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 29,541 shares
    Change vs previous 13F -2,678 shares

    0.07% of the 13F portfolio, value $915,477.

    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 32,219 shares
    Change vs previous 13F -1,592 shares

    0.06% of the 13F portfolio, value $848,328.

    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 33,811 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,072,718.

    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).