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Disclosery

Essex Financial Services, Inc.: VWO position timeline

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

Essex Financial Services, Inc. held 29,727 VWO 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 29,727 shares
    Change vs previous 13F +543 shares

    0.07% of the 13F portfolio, value $1,774,262.

    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.: 17,139 shares
    • Essex Bank: 12,588 shares

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

  2. period ended2026-03-31
    13F 29,184 shares
    Change vs previous 13F -572 shares

    0.07% of the 13F portfolio, value $1,577,260.

    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.: 18,488 shares
    • Essex Bank: 10,696 shares

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

  3. period ended2025-12-31
    13F 29,756 shares
    Change vs previous 13F +2,078 shares

    0.07% of the 13F portfolio, value $1,599,537.

    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.: 17,997 shares
    • Essex Bank: 11,759 shares

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

  4. period ended2025-09-30
    13F 27,678 shares
    Change vs previous 13F +63 shares

    0.07% of the 13F portfolio, value $1,499,569.

    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.: 15,774 shares
    • Essex Bank: 11,904 shares

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

  5. period ended2025-06-30
    13F 27,615 shares
    Change vs previous 13F +1,109 shares

    0.07% of the 13F portfolio, value $1,365,707.

    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.: 15,632 shares
    • Essex Bank: 11,983 shares

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

  6. period ended2025-03-31
    13F 26,506 shares
    Change vs previous 13F -6,275 shares

    0.07% of the 13F portfolio, value $1,199,553.

    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.: 16,436 shares
    • Essex Bank: 10,070 shares

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

  7. period ended2024-12-31
    13F 32,781 shares
    Change vs previous 13F -3,405 shares

    0.08% of the 13F portfolio, value $1,443,653.

    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.: 16,450 shares
    • Essex Bank: 16,331 shares

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

  8. period ended2024-09-30
    13F 36,186 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,722,728.

    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.: 20,567 shares
    • Essex Bank: 15,619 shares

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