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Disclosery

Essex Financial Services, Inc.: VFMF position timeline

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

Essex Financial Services, Inc. held 1,635 VFMF 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 1,635 shares
    Change vs previous 13F +297 shares

    0.01% of the 13F portfolio, value $289,378.

    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 1,338 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $207,565.

    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 1,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,222.

    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).