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Disclosery

Essex Financial Services, Inc.: VONV position timeline

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

Essex Financial Services, Inc. held 14,267 VONV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,267 shares
    Change vs previous 13F -416 shares

    0.06% of the 13F portfolio, value $1,516,723.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,407 shares
    • Essex Bank: 7,860 shares

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

  2. period ended2026-03-31
    13F 14,683 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $1,376,383.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,407 shares
    • Essex Bank: 8,276 shares

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

  3. period ended2025-12-31
    13F 14,983 shares
    Change vs previous 13F -553 shares

    0.06% of the 13F portfolio, value $1,382,930.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,407 shares
    • Essex Bank: 8,576 shares

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

  4. period ended2025-09-30
    13F 15,536 shares
    Change vs previous 13F -734 shares

    0.07% of the 13F portfolio, value $1,388,452.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,407 shares
    • Essex Bank: 9,129 shares

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

  5. period ended2025-06-30
    13F 16,270 shares
    Change vs previous 13F +6,180 shares

    0.07% of the 13F portfolio, value $1,386,365.

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

    • Essex Financial Services, Inc.: 6,407 shares
    • Essex Bank: 9,863 shares

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

  6. period ended2025-03-31
    13F 10,090 shares
    Change vs previous 13F +3,931 shares

    0.2% of the 13F portfolio, value $832,828.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 6,159 shares
    Change vs previous 13F +75 shares

    0.12% of the 13F portfolio, value $500,417.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    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 6,084 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $506,979.

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

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