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Disclosery

Essex Financial Services, Inc.: VFH position timeline

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

Essex Financial Services, Inc. held 17,366 VFH 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 17,366 shares
    Change vs previous 13F +16 shares

    0.11% of the 13F portfolio, value $2,285,420.

    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 17,350 shares
    Change vs previous 13F -438 shares

    0.12% of the 13F portfolio, value $2,096,009.

    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 17,788 shares
    Change vs previous 13F +58 shares

    0.14% of the 13F portfolio, value $2,374,554.

    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 17,730 shares
    Change vs previous 13F -1,158 shares

    0.14% of the 13F portfolio, value $2,326,935.

    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 18,888 shares
    Change vs previous 13F +223 shares

    0.16% of the 13F portfolio, value $2,404,417.

    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 18,665 shares
    Change vs previous 13F -254 shares

    0.16% of the 13F portfolio, value $2,229,896.

    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 18,919 shares
    Change vs previous 13F +222 shares

    0.16% of the 13F portfolio, value $2,233,775.

    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 18,697 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,144,774.

    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).