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Disclosery

Essex Financial Services, Inc.: SPYV position timeline

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

Essex Financial Services, Inc. held 12,330 SPYV 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 12,330 shares
    Change vs previous 13F +6,530 shares

    0.03% of the 13F portfolio, value $749,538.

    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.: 6,530 shares
    • Essex Bank: 5,800 shares

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

  2. period ended2026-03-31
    13F 5,800 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $328,162.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    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 5,847 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $332,166.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    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 5,847 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $323,512.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    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 5,847 shares
    Change vs previous 13F -66 shares

    0.07% of the 13F portfolio, value $306,030.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    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 5,913 shares
    Change vs previous 13F -55 shares

    0.07% of the 13F portfolio, value $301,916.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 5,968 shares
    Change vs previous 13F +1,455 shares

    0.08% of the 13F portfolio, value $305,142.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    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 4,513 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $238,556.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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