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Disclosery

Essex Financial Services, Inc.: TOTL position timeline

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

Essex Financial Services, Inc. held 6,950 TOTL 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 6,950 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $274,298.

    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 6,870 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $272,950.

    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 6,820 shares
    Change vs previous 13F -644 shares

    0.02% of the 13F portfolio, value $274,496.

    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 7,464 shares
    Change vs previous 13F +78 shares

    0.02% of the 13F portfolio, value $302,799.

    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 7,386 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $296,262.

    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 7,359 shares
    Change vs previous 13F -1,838 shares

    0.02% of the 13F portfolio, value $296,507.

    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 9,197 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $362,273.

    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).