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Disclosery

Essex Financial Services, Inc.: VCR position timeline

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

Essex Financial Services, Inc. held 3,426 VCR 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 3,426 shares
    Change vs previous 13F -96 shares

    0.07% of the 13F portfolio, value $1,358,779.

    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 3,522 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $1,264,341.

    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 3,491 shares
    Change vs previous 13F +31 shares

    0.08% of the 13F portfolio, value $1,375,014.

    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 3,460 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $1,370,649.

    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 3,456 shares
    Change vs previous 13F -290 shares

    0.08% of the 13F portfolio, value $1,252,011.

    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 3,746 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $1,219,258.

    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 3,740 shares
    Change vs previous 13F +278 shares

    0.1% of the 13F portfolio, value $1,403,915.

    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 3,462 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,154,787.

    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).