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Disclosery

Essex Financial Services, Inc.: SPLV position timeline

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

Essex Financial Services, Inc. held 85,166 SPLV 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 85,166 shares
    Change vs previous 13F +700 shares

    0.26% of the 13F portfolio, value $6,378,957.

    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.: 81,890 shares
    • Essex Bank: 3,276 shares

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

  2. period ended2026-03-31
    13F 84,466 shares
    Change vs previous 13F +1,738 shares

    0.28% of the 13F portfolio, value $6,177,810.

    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.: 81,190 shares
    • Essex Bank: 3,276 shares

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

  3. period ended2025-12-31
    13F 82,728 shares
    Change vs previous 13F -399 shares

    0.27% of the 13F portfolio, value $5,908,436.

    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.: 79,246 shares
    • Essex Bank: 3,482 shares

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

  4. period ended2025-09-30
    13F 83,127 shares
    Change vs previous 13F -1,144 shares

    0.29% of the 13F portfolio, value $6,108,153.

    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.: 79,645 shares
    • Essex Bank: 3,482 shares

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

  5. period ended2025-06-30
    13F 84,271 shares
    Change vs previous 13F -1,770 shares

    0.32% of the 13F portfolio, value $6,136,567.

    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.: 80,789 shares
    • Essex Bank: 3,482 shares

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

  6. period ended2025-03-31
    13F 86,041 shares
    Change vs previous 13F -3,846 shares

    0.36% of the 13F portfolio, value $6,429,014.

    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.: 82,559 shares
    • Essex Bank: 3,482 shares

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

  7. period ended2024-12-31
    13F 89,887 shares
    Change vs previous 13F -1,337 shares

    0.35% of the 13F portfolio, value $6,292,063.

    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.: 86,188 shares
    • Essex Bank: 3,699 shares

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

  8. period ended2024-09-30
    13F 91,224 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,606,510.

    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.: 87,525 shares
    • Essex Bank: 3,699 shares

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