Skip to content
Disclosery

Essex Financial Services, Inc.: VGSH position timeline

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

Essex Financial Services, Inc. held 6,079 VGSH 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 6,079 shares
    Change vs previous 13F -175 shares

    0.02% of the 13F portfolio, value $353,798.

    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 6,254 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $366,109.

    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 6,254 shares
    Change vs previous 13F -5,171 shares

    0.02% of the 13F portfolio, value $367,297.

    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.: 6,254 shares
    • Essex Bank: 0 shares

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

  4. period ended2025-09-30
    13F 11,425 shares
    Change vs previous 13F -12,110 shares

    0.03% of the 13F portfolio, value $672,320.

    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.: 7,539 shares
    • Essex Bank: 3,886 shares

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

  5. period ended2025-06-30
    13F 23,535 shares
    Change vs previous 13F +920 shares

    0.07% of the 13F portfolio, value $1,383,221.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,358 shares
    • Essex Bank: 16,177 shares

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

  6. period ended2025-03-31
    13F 22,615 shares
    Change vs previous 13F -166 shares

    0.07% of the 13F portfolio, value $1,327,122.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,683 shares
    • Essex Bank: 14,932 shares

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

  7. period ended2024-12-31
    13F 22,781 shares
    Change vs previous 13F +2,344 shares

    0.07% of the 13F portfolio, value $1,325,395.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,733 shares
    • Essex Bank: 15,048 shares

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

  8. period ended2024-09-30
    13F 20,437 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,203,776.

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

    • Essex Financial Services, Inc.: 4,926 shares
    • Essex Bank: 15,511 shares

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