Essex Financial Services, Inc.: UPRO position timeline

Essex Financial Services, Inc. held 2,435 UPRO 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 2,435 shares

   Change vs previous 13F -149 shares

   0.02% of the 13F portfolio, value $345,255.

   13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,584 shares

   Change vs previous 13F -126 shares

   0.01% of the 13F portfolio, value $250,608.

   13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,710 shares

   Change vs previous 13F +11 shares

   0.02% of the 13F portfolio, value $313,670.

   13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,699 shares

   Change vs previous 13F +2 shares

   0.02% of the 13F portfolio, value $300,887.

   13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,697 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $246,652.

   13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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