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Disclosery

Essex Financial Services, Inc.: VB position timeline

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

Essex Financial Services, Inc. held 36,154 VB 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 36,154 shares
    Change vs previous 13F +1,390 shares

    0.44% of the 13F portfolio, value $10,958,989.

    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.: 28,115 shares
    • Essex Bank: 8,039 shares

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

  2. period ended2026-03-31
    13F 34,764 shares
    Change vs previous 13F +1,564 shares

    0.41% of the 13F portfolio, value $9,105,411.

    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.: 26,921 shares
    • Essex Bank: 7,843 shares

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

  3. period ended2025-12-31
    13F 33,200 shares
    Change vs previous 13F +1,808 shares

    0.39% of the 13F portfolio, value $8,563,786.

    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.: 25,258 shares
    • Essex Bank: 7,942 shares

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

  4. period ended2025-09-30
    13F 31,392 shares
    Change vs previous 13F +1,192 shares

    0.38% of the 13F portfolio, value $7,982,379.

    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.: 23,814 shares
    • Essex Bank: 7,578 shares

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

  5. period ended2025-06-30
    13F 30,200 shares
    Change vs previous 13F -1,414 shares

    0.37% of the 13F portfolio, value $7,156,900.

    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.: 22,472 shares
    • Essex Bank: 7,728 shares

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

  6. period ended2025-03-31
    13F 31,614 shares
    Change vs previous 13F +2,610 shares

    0.39% of the 13F portfolio, value $7,010,446.

    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.: 24,016 shares
    • Essex Bank: 7,598 shares

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

  7. period ended2024-12-31
    13F 29,004 shares
    Change vs previous 13F +1,107 shares

    0.38% of the 13F portfolio, value $6,969,091.

    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.: 21,405 shares
    • Essex Bank: 7,599 shares

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

  8. period ended2024-09-30
    13F 27,897 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,637,876.

    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.: 20,548 shares
    • Essex Bank: 7,349 shares

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