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Disclosery

Essex Financial Services, Inc.: VUG position timeline

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

Essex Financial Services, Inc. held 137,003 VUG 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 137,003 shares
    Change vs previous 13F +114,163 shares

    0.48% of the 13F portfolio, value $11,801,409.

    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.: 132,865 shares
    • Essex Bank: 4,138 shares

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

  2. period ended2026-03-31
    13F 22,840 shares
    Change vs previous 13F +152 shares

    0.45% of the 13F portfolio, value $9,976,314.

    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.: 22,207 shares
    • Essex Bank: 633 shares

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

  3. period ended2025-12-31
    13F 22,688 shares
    Change vs previous 13F +865 shares

    0.5% of the 13F portfolio, value $11,068,765.

    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.: 22,165 shares
    • Essex Bank: 523 shares

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

  4. period ended2025-09-30
    13F 21,823 shares
    Change vs previous 13F +687 shares

    0.49% of the 13F portfolio, value $10,466,684.

    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.: 21,065 shares
    • Essex Bank: 758 shares

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

  5. period ended2025-06-30
    13F 21,136 shares
    Change vs previous 13F +1,262 shares

    0.48% of the 13F portfolio, value $9,266,155.

    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.: 20,378 shares
    • Essex Bank: 758 shares

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

  6. period ended2025-03-31
    13F 19,874 shares
    Change vs previous 13F +1,995 shares

    0.41% of the 13F portfolio, value $7,369,579.

    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.: 19,116 shares
    • Essex Bank: 758 shares

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

  7. period ended2024-12-31
    13F 17,879 shares
    Change vs previous 13F +1,881 shares

    0.4% of the 13F portfolio, value $7,338,321.

    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.: 17,207 shares
    • Essex Bank: 672 shares

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

  8. period ended2024-09-30
    13F 15,998 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,299,513.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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