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Disclosery

Essex Financial Services, Inc.: VHT position timeline

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

Essex Financial Services, Inc. held 6,539 VHT 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 6,539 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $1,955,286.

    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 6,531 shares
    Change vs previous 13F +13 shares

    0.1% of the 13F portfolio, value $1,778,700.

    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 6,518 shares
    Change vs previous 13F +331 shares

    0.11% of the 13F portfolio, value $1,876,347.

    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 6,187 shares
    Change vs previous 13F -147 shares

    0.1% of the 13F portfolio, value $1,606,029.

    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 6,334 shares
    Change vs previous 13F -1,534 shares

    0.1% of the 13F portfolio, value $1,572,894.

    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 7,868 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $2,083,016.

    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 7,863 shares
    Change vs previous 13F -185 shares

    0.14% of the 13F portfolio, value $1,994,700.

    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 8,048 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,232,887.

    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).