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Disclosery

Essex Financial Services, Inc.: VTI position timeline

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

Essex Financial Services, Inc. held 42,211 VTI 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 42,211 shares
    Change vs previous 13F +129 shares

    0.63% of the 13F portfolio, value $15,619,580.

    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.: 35,669 shares
    • Essex Bank: 6,542 shares

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

  2. period ended2026-03-31
    13F 42,082 shares
    Change vs previous 13F +545 shares

    0.6% of the 13F portfolio, value $13,500,230.

    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.: 35,289 shares
    • Essex Bank: 6,793 shares

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

  3. period ended2025-12-31
    13F 41,537 shares
    Change vs previous 13F -166 shares

    0.63% of the 13F portfolio, value $13,926,148.

    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.: 34,584 shares
    • Essex Bank: 6,953 shares

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

  4. period ended2025-09-30
    13F 41,703 shares
    Change vs previous 13F +2,077 shares

    0.65% of the 13F portfolio, value $13,685,525.

    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.: 34,750 shares
    • Essex Bank: 6,953 shares

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

  5. period ended2025-06-30
    13F 39,626 shares
    Change vs previous 13F -112 shares

    0.62% of the 13F portfolio, value $12,043,598.

    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.: 32,973 shares
    • Essex Bank: 6,653 shares

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

  6. period ended2025-03-31
    13F 39,738 shares
    Change vs previous 13F +14 shares

    0.61% of the 13F portfolio, value $10,921,593.

    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.: 33,085 shares
    • Essex Bank: 6,653 shares

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

  7. period ended2024-12-31
    13F 39,724 shares
    Change vs previous 13F +2,263 shares

    0.63% of the 13F portfolio, value $11,512,415.

    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.: 33,071 shares
    • Essex Bank: 6,653 shares

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

  8. period ended2024-09-30
    13F 37,461 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $10,756,068.

    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.: 33,086 shares
    • Essex Bank: 4,375 shares

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