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Essex Financial Services, Inc.: VXUS position timeline

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

Essex Financial Services, Inc. held 47,099 VXUS 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 47,099 shares
    Change vs previous 13F +2,452 shares

    0.2% of the 13F portfolio, value $4,026,460.

    13F-HR 0001951757-26-001201 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).

  2. period ended2026-03-31
    13F 44,647 shares
    Change vs previous 13F +3,441 shares

    0.19% of the 13F portfolio, value $3,442,715.

    13F-HR 0001951757-26-000732 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).

  3. period ended2025-12-31
    13F 41,206 shares
    Change vs previous 13F +2,530 shares

    0.18% of the 13F portfolio, value $3,108,561.

    13F-HR 0001951757-26-000399 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).

  4. period ended2025-09-30
    13F 38,676 shares
    Change vs previous 13F +1,719 shares

    0.17% of the 13F portfolio, value $2,841,136.

    13F-HR 0001951757-25-001347 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).

  5. period ended2025-06-30
    13F 36,957 shares
    Change vs previous 13F +1,327 shares

    0.17% of the 13F portfolio, value $2,553,372.

    13F-HR 0001951757-25-000875 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).

  6. period ended2025-03-31
    13F 35,630 shares
    Change vs previous 13F -2,124 shares

    0.16% of the 13F portfolio, value $2,212,613.

    13F-HR 0001951757-25-000454 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).

  7. period ended2024-12-31
    13F 37,754 shares
    Change vs previous 13F -3,658 shares

    0.16% of the 13F portfolio, value $2,224,853.

    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.: 37,754 shares
    • Essex Bank: 0 shares

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

  8. period ended2024-09-30
    13F 41,412 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,614,117.

    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.: 38,023 shares
    • Essex Bank: 3,389 shares

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