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Disclosery

Essex Financial Services, Inc.: VOOG position timeline

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

Essex Financial Services, Inc. held 563,003 VOOG 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 563,003 shares
    Change vs previous 13F +468,904 shares

    1.88% of the 13F portfolio, value $46,515,273.

    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.: 534,985 shares
    • Essex Bank: 28,018 shares

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

  2. period ended2026-03-31
    13F 94,099 shares
    Change vs previous 13F -480 shares

    1.72% of the 13F portfolio, value $38,363,330.

    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.: 89,557 shares
    • Essex Bank: 4,542 shares

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

  3. period ended2025-12-31
    13F 94,579 shares
    Change vs previous 13F -1,182 shares

    1.89% of the 13F portfolio, value $42,048,791.

    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.: 90,031 shares
    • Essex Bank: 4,548 shares

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

  4. period ended2025-09-30
    13F 95,761 shares
    Change vs previous 13F +1,082 shares

    1.97% of the 13F portfolio, value $41,700,103.

    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.: 91,191 shares
    • Essex Bank: 4,570 shares

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

  5. period ended2025-06-30
    13F 94,679 shares
    Change vs previous 13F -358 shares

    1.93% of the 13F portfolio, value $37,543,888.

    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.: 90,087 shares
    • Essex Bank: 4,592 shares

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

  6. period ended2025-03-31
    13F 95,037 shares
    Change vs previous 13F +12 shares

    1.77% of the 13F portfolio, value $31,787,813.

    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.: 90,471 shares
    • Essex Bank: 4,566 shares

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

  7. period ended2024-12-31
    13F 95,025 shares
    Change vs previous 13F +1,432 shares

    1.91% of the 13F portfolio, value $34,784,686.

    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.: 90,592 shares
    • Essex Bank: 4,433 shares

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

  8. period ended2024-09-30
    13F 93,593 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $33,042,012.

    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.: 89,110 shares
    • Essex Bank: 4,483 shares

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