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Disclosery

Essex Financial Services, Inc.: VCRB position timeline

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

Essex Financial Services, Inc. held 29,060 VCRB 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 29,060 shares
    Change vs previous 13F +13,353 shares

    0.11% of the 13F portfolio, value $2,244,404.

    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 15,707 shares
    Change vs previous 13F +5,976 shares

    0.07% of the 13F portfolio, value $1,215,422.

    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 9,731 shares
    Change vs previous 13F +1,118 shares

    0.04% of the 13F portfolio, value $758,017.

    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 8,613 shares
    Change vs previous 13F +2,488 shares

    0.04% of the 13F portfolio, value $675,336.

    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 6,125 shares
    Change vs previous 13F +105 shares

    0.03% of the 13F portfolio, value $475,142.

    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 6,020 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $466,129.

    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 6,020 shares
    Change vs previous 13F +715 shares

    0.03% of the 13F portfolio, value $456,376.

    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 5,305 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $410,925.

    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).