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Disclosery

Essex Financial Services, Inc.: VGT position timeline

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

Essex Financial Services, Inc. held 45,923 VGT 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 45,923 shares
    Change vs previous 13F +40,685 shares

    0.22% of the 13F portfolio, value $5,488,687.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 40,611 shares
    • Essex Bank: 5,312 shares

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

  2. period ended2026-03-31
    13F 5,238 shares
    Change vs previous 13F -216 shares

    0.16% of the 13F portfolio, value $3,654,543.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,712 shares
    • Essex Bank: 526 shares

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

  3. period ended2025-12-31
    13F 5,454 shares
    Change vs previous 13F +655 shares

    0.19% of the 13F portfolio, value $4,110,929.

    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.: 4,878 shares
    • Essex Bank: 576 shares

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

  4. period ended2025-09-30
    13F 4,799 shares
    Change vs previous 13F +316 shares

    0.21% of the 13F portfolio, value $3,583,209.

    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 4,483 shares
    Change vs previous 13F -34 shares

    0.2% of the 13F portfolio, value $2,973,766.

    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 4,517 shares
    Change vs previous 13F +76 shares

    0.18% of the 13F portfolio, value $2,450,038.

    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 4,441 shares
    Change vs previous 13F +468 shares

    0.2% of the 13F portfolio, value $2,761,522.

    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 3,973 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,409,565.

    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).