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Disclosery

Essex Financial Services, Inc.: VOE position timeline

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

Essex Financial Services, Inc. held 9,537 VOE 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 9,537 shares
    Change vs previous 13F +317 shares

    0.08% of the 13F portfolio, value $1,884,509.

    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.: 6,727 shares
    • Essex Bank: 2,810 shares

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

  2. period ended2026-03-31
    13F 9,220 shares
    Change vs previous 13F +635 shares

    0.08% of the 13F portfolio, value $1,698,984.

    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.: 6,590 shares
    • Essex Bank: 2,630 shares

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

  3. period ended2025-12-31
    13F 8,585 shares
    Change vs previous 13F +340 shares

    0.07% of the 13F portfolio, value $1,522,709.

    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.: 5,955 shares
    • Essex Bank: 2,630 shares

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

  4. period ended2025-09-30
    13F 8,245 shares
    Change vs previous 13F +199 shares

    0.07% of the 13F portfolio, value $1,439,412.

    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.: 5,615 shares
    • Essex Bank: 2,630 shares

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

  5. period ended2025-06-30
    13F 8,046 shares
    Change vs previous 13F +213 shares

    0.07% of the 13F portfolio, value $1,323,250.

    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.: 5,381 shares
    • Essex Bank: 2,665 shares

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

  6. period ended2025-03-31
    13F 7,833 shares
    Change vs previous 13F -31 shares

    0.07% of the 13F portfolio, value $1,257,579.

    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.: 5,168 shares
    • Essex Bank: 2,665 shares

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

  7. period ended2024-12-31
    13F 7,864 shares
    Change vs previous 13F +37 shares

    0.07% of the 13F portfolio, value $1,272,108.

    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.: 5,171 shares
    • Essex Bank: 2,693 shares

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

  8. period ended2024-09-30
    13F 7,827 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,314,373.

    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.: 5,134 shares
    • Essex Bank: 2,693 shares

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