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Disclosery

Essex Financial Services, Inc.: VOO position timeline

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

Essex Financial Services, Inc. held 21,479 VOO 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 21,479 shares
    Change vs previous 13F +649 shares

    0.6% of the 13F portfolio, value $14,751,842.

    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.: 11,868 shares
    • Essex Bank: 9,611 shares

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

  2. period ended2026-03-31
    13F 20,830 shares
    Change vs previous 13F +593 shares

    0.56% of the 13F portfolio, value $12,447,098.

    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.: 11,866 shares
    • Essex Bank: 8,964 shares

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

  3. period ended2025-12-31
    13F 20,237 shares
    Change vs previous 13F +368 shares

    0.57% of the 13F portfolio, value $12,690,928.

    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.: 11,362 shares
    • Essex Bank: 8,875 shares

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

  4. period ended2025-09-30
    13F 19,869 shares
    Change vs previous 13F +291 shares

    0.58% of the 13F portfolio, value $12,167,411.

    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.: 10,091 shares
    • Essex Bank: 9,778 shares

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

  5. period ended2025-06-30
    13F 19,578 shares
    Change vs previous 13F +191 shares

    0.57% of the 13F portfolio, value $11,121,000.

    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.: 9,847 shares
    • Essex Bank: 9,731 shares

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

  6. period ended2025-03-31
    13F 19,387 shares
    Change vs previous 13F +1,131 shares

    0.55% of the 13F portfolio, value $9,963,279.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 9,604 shares
    • Essex Bank: 9,783 shares

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

  7. period ended2024-12-31
    13F 18,256 shares
    Change vs previous 13F +443 shares

    0.54% of the 13F portfolio, value $9,836,414.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 8,790 shares
    • Essex Bank: 9,466 shares

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

  8. period ended2024-09-30
    13F 17,813 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $9,473,312.

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

    • Essex Financial Services, Inc.: 8,730 shares
    • Essex Bank: 9,083 shares

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