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Disclosery

Essex Financial Services, Inc.: VFVA position timeline

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

Essex Financial Services, Inc. held 4,425 VFVA 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 4,425 shares
    Change vs previous 13F +39 shares

    0.03% of the 13F portfolio, value $656,837.

    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 4,386 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $590,435.

    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 4,375 shares
    Change vs previous 13F +127 shares

    0.03% of the 13F portfolio, value $580,855.

    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 4,248 shares
    Change vs previous 13F +211 shares

    0.03% of the 13F portfolio, value $541,776.

    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 4,037 shares
    Change vs previous 13F +639 shares

    0.03% of the 13F portfolio, value $477,558.

    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 3,398 shares
    Change vs previous 13F +1,230 shares

    0.03% of the 13F portfolio, value $387,350.

    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 2,168 shares
    Change vs previous 13F +475 shares

    0.02% of the 13F portfolio, value $256,613.

    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 1,693 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,451.

    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).