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Disclosery

Essex Financial Services, Inc.: VIG position timeline

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

Essex Financial Services, Inc. held 61,385 VIG 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 61,385 shares
    Change vs previous 13F +222 shares

    0.59% of the 13F portfolio, value $14,524,988.

    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.: 54,436 shares
    • Essex Bank: 6,949 shares

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

  2. period ended2026-03-31
    13F 61,163 shares
    Change vs previous 13F -676 shares

    0.59% of the 13F portfolio, value $13,153,615.

    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.: 54,364 shares
    • Essex Bank: 6,799 shares

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

  3. period ended2025-12-31
    13F 61,839 shares
    Change vs previous 13F -455 shares

    0.61% of the 13F portfolio, value $13,590,934.

    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.: 54,790 shares
    • Essex Bank: 7,049 shares

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

  4. period ended2025-09-30
    13F 62,294 shares
    Change vs previous 13F -5,403 shares

    0.64% of the 13F portfolio, value $13,442,376.

    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.: 55,480 shares
    • Essex Bank: 6,814 shares

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

  5. period ended2025-06-30
    13F 67,697 shares
    Change vs previous 13F +3,249 shares

    0.71% of the 13F portfolio, value $13,855,494.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 60,883 shares
    • Essex Bank: 6,814 shares

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

  6. period ended2025-03-31
    13F 64,448 shares
    Change vs previous 13F -6,226 shares

    0.7% of the 13F portfolio, value $12,502,255.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 57,675 shares
    • Essex Bank: 6,773 shares

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

  7. period ended2024-12-31
    13F 70,674 shares
    Change vs previous 13F +4,913 shares

    0.76% of the 13F portfolio, value $13,840,158.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 63,877 shares
    • Essex Bank: 6,797 shares

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

  8. period ended2024-09-30
    13F 65,761 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $13,117,401.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 58,664 shares
    • Essex Bank: 7,097 shares

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