Skip to content
Disclosery

Essex Financial Services, Inc.: VGIT position timeline

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

Essex Financial Services, Inc. held 39,573 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,573 shares
    Change vs previous 13F -1,328 shares

    0.5% of the 13F portfolio, value $2,333,618.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    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 40,901 shares
    Change vs previous 13F -485 shares

    0.54% of the 13F portfolio, value $2,435,244.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    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 41,386 shares
    Change vs previous 13F +3,071 shares

    0.54% of the 13F portfolio, value $2,480,262.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    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 38,315 shares
    Change vs previous 13F +9,274 shares

    0.52% of the 13F portfolio, value $2,299,665.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    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 29,041 shares
    Change vs previous 13F +2,244 shares

    0.41% of the 13F portfolio, value $1,736,941.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    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 26,797 shares
    Change vs previous 13F -461 shares

    0.39% of the 13F portfolio, value $1,591,740.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 27,258 shares
    Change vs previous 13F +1,590 shares

    0.39% of the 13F portfolio, value $1,580,964.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    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 25,668 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,550,860.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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