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Disclosery

Essex Financial Services, Inc.: SOXX position timeline

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

Essex Financial Services, Inc. held 8,640 SOXX 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 8,640 shares
    Change vs previous 13F -88 shares

    0.22% of the 13F portfolio, value $5,536,076.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,566 shares
    • Essex Bank: 1,074 shares

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

  2. period ended2026-03-31
    13F 8,728 shares
    Change vs previous 13F -213 shares

    0.13% of the 13F portfolio, value $2,868,420.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,654 shares
    • Essex Bank: 1,074 shares

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

  3. period ended2025-12-31
    13F 8,941 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $2,692,686.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,867 shares
    • Essex Bank: 1,074 shares

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

  4. period ended2025-09-30
    13F 8,939 shares
    Change vs previous 13F +723 shares

    0.11% of the 13F portfolio, value $2,423,458.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,865 shares
    • Essex Bank: 1,074 shares

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

  5. period ended2025-06-30
    13F 8,216 shares
    Change vs previous 13F -106 shares

    0.1% of the 13F portfolio, value $1,961,122.

    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.: 7,142 shares
    • Essex Bank: 1,074 shares

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

  6. period ended2025-03-31
    13F 8,322 shares
    Change vs previous 13F -165 shares

    0.09% of the 13F portfolio, value $1,565,935.

    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.: 7,248 shares
    • Essex Bank: 1,074 shares

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

  7. period ended2024-12-31
    13F 8,487 shares
    Change vs previous 13F -130 shares

    0.1% of the 13F portfolio, value $1,828,940.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,413 shares
    • Essex Bank: 1,074 shares

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

  8. period ended2024-09-30
    13F 8,617 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,967,975.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,543 shares
    • Essex Bank: 1,074 shares

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