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Disclosery

Essex Financial Services, Inc.: VTV position timeline

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

Essex Financial Services, Inc. held 89,716 VTV 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 89,716 shares
    Change vs previous 13F -1,009 shares

    0.79% of the 13F portfolio, value $19,551,805.

    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.: 84,871 shares
    • Essex Bank: 4,845 shares

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

  2. period ended2026-03-31
    13F 90,725 shares
    Change vs previous 13F +749 shares

    0.8% of the 13F portfolio, value $17,800,169.

    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.: 85,973 shares
    • Essex Bank: 4,752 shares

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

  3. period ended2025-12-31
    13F 89,976 shares
    Change vs previous 13F +1,626 shares

    0.77% of the 13F portfolio, value $17,184,556.

    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.: 84,849 shares
    • Essex Bank: 5,127 shares

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

  4. period ended2025-09-30
    13F 88,350 shares
    Change vs previous 13F +1,821 shares

    0.78% of the 13F portfolio, value $16,476,316.

    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.: 83,223 shares
    • Essex Bank: 5,127 shares

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

  5. period ended2025-06-30
    13F 86,529 shares
    Change vs previous 13F +180 shares

    0.79% of the 13F portfolio, value $15,293,048.

    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.: 81,402 shares
    • Essex Bank: 5,127 shares

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

  6. period ended2025-03-31
    13F 86,349 shares
    Change vs previous 13F +2,689 shares

    0.83% of the 13F portfolio, value $14,915,911.

    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.: 81,222 shares
    • Essex Bank: 5,127 shares

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

  7. period ended2024-12-31
    13F 83,660 shares
    Change vs previous 13F -1,024 shares

    0.78% of the 13F portfolio, value $14,163,656.

    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.: 78,531 shares
    • Essex Bank: 5,129 shares

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

  8. period ended2024-09-30
    13F 84,684 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $14,886,057.

    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.: 79,595 shares
    • Essex Bank: 5,089 shares

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