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Disclosery

Essex Financial Services, Inc.: VTES position timeline

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

Essex Financial Services, Inc. held 4,330 VTES 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 4,330 shares
    Change vs previous 13F -6,015 shares

    0.02% of the 13F portfolio, value $438,672.

    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.: 4,330 shares
    • Essex Bank: 0 shares

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

  2. period ended2026-03-31
    13F 10,345 shares
    Change vs previous 13F +5,515 shares

    0.05% of the 13F portfolio, value $1,046,292.

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

    • Essex Financial Services, Inc.: 2,330 shares
    • Essex Bank: 8,015 shares

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

  3. period ended2025-12-31
    13F 4,830 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $490,594.

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

    • Essex Financial Services, Inc.: 2,340 shares
    • Essex Bank: 2,490 shares

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

  4. period ended2025-09-30
    13F 4,830 shares
    Change vs previous 13F -1,580 shares

    0.02% of the 13F portfolio, value $492,284.

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

    • Essex Financial Services, Inc.: 2,340 shares
    • Essex Bank: 2,490 shares

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

  5. period ended2025-06-30
    13F 6,410 shares
    Change vs previous 13F -4,250 shares

    0.03% of the 13F portfolio, value $646,961.

    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.: 3,920 shares
    • Essex Bank: 2,490 shares

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

  6. period ended2025-03-31
    13F 10,660 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $1,071,436.

    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.: 8,170 shares
    • Essex Bank: 2,490 shares

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

  7. period ended2024-12-31
    13F 10,960 shares
    Change vs previous 13F -90 shares

    0.06% of the 13F portfolio, value $1,098,740.

    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.: 8,470 shares
    • Essex Bank: 2,490 shares

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

  8. period ended2024-09-30
    13F 11,050 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,115,979.

    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.: 8,560 shares
    • Essex Bank: 2,490 shares

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