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Disclosery

Essex Financial Services, Inc.: VBR position timeline

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

Essex Financial Services, Inc. held 16,109 VBR 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 16,109 shares
    Change vs previous 13F +36 shares

    0.19% of the 13F portfolio, value $3,914,372.

    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 16,073 shares
    Change vs previous 13F -243 shares

    0.2% of the 13F portfolio, value $3,491,953.

    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 16,316 shares
    Change vs previous 13F +733 shares

    0.2% of the 13F portfolio, value $3,455,641.

    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 15,583 shares
    Change vs previous 13F -998 shares

    0.19% of the 13F portfolio, value $3,252,333.

    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 16,581 shares
    Change vs previous 13F -747 shares

    0.21% of the 13F portfolio, value $3,233,473.

    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 17,328 shares
    Change vs previous 13F -50 shares

    0.23% of the 13F portfolio, value $3,228,006.

    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 17,378 shares
    Change vs previous 13F -1,204,787 shares

    0.24% of the 13F portfolio, value $3,443,979.

    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).

  8. period ended2024-09-30
    13F 1,222,165 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,652,919.

    13F-HR 0001951757-24-001121 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).