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Disclosery

Essex Financial Services, Inc.: VEA position timeline

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

Essex Financial Services, Inc. held 222,132 VEA 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 222,132 shares
    Change vs previous 13F +7,476 shares

    0.64% of the 13F portfolio, value $15,826,874.

    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.: 161,295 shares
    • Essex Bank: 60,837 shares

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

  2. period ended2026-03-31
    13F 214,656 shares
    Change vs previous 13F +19,267 shares

    0.62% of the 13F portfolio, value $13,755,168.

    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.: 155,203 shares
    • Essex Bank: 59,453 shares

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

  3. period ended2025-12-31
    13F 195,389 shares
    Change vs previous 13F +20,276 shares

    0.55% of the 13F portfolio, value $12,205,937.

    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.: 135,920 shares
    • Essex Bank: 59,469 shares

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

  4. period ended2025-09-30
    13F 175,113 shares
    Change vs previous 13F +24,154 shares

    0.5% of the 13F portfolio, value $10,492,771.

    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.: 116,278 shares
    • Essex Bank: 58,835 shares

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

  5. period ended2025-06-30
    13F 150,959 shares
    Change vs previous 13F +24,895 shares

    0.44% of the 13F portfolio, value $8,606,165.

    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.: 94,211 shares
    • Essex Bank: 56,748 shares

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

  6. period ended2025-03-31
    13F 126,064 shares
    Change vs previous 13F +846 shares

    0.36% of the 13F portfolio, value $6,407,804.

    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.: 73,989 shares
    • Essex Bank: 52,075 shares

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

  7. period ended2024-12-31
    13F 125,218 shares
    Change vs previous 13F +1,173 shares

    0.33% of the 13F portfolio, value $5,987,375.

    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.: 73,143 shares
    • Essex Bank: 52,075 shares

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

  8. period ended2024-09-30
    13F 124,045 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,419,611.

    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.: 71,694 shares
    • Essex Bank: 52,351 shares

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