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Disclosery

Essex Financial Services, Inc.: VYM position timeline

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

Essex Financial Services, Inc. held 187,777 VYM 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 187,777 shares
    Change vs previous 13F +1,318 shares

    1.2% of the 13F portfolio, value $29,674,343.

    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.: 172,522 shares
    • Essex Bank: 15,255 shares

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

  2. period ended2026-03-31
    13F 186,459 shares
    Change vs previous 13F +820 shares

    1.24% of the 13F portfolio, value $27,614,534.

    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.: 171,583 shares
    • Essex Bank: 14,876 shares

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

  3. period ended2025-12-31
    13F 185,639 shares
    Change vs previous 13F +4,633 shares

    1.2% of the 13F portfolio, value $26,642,884.

    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.: 170,596 shares
    • Essex Bank: 15,043 shares

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

  4. period ended2025-09-30
    13F 181,006 shares
    Change vs previous 13F +3,318 shares

    1.21% of the 13F portfolio, value $25,512,768.

    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.: 165,641 shares
    • Essex Bank: 15,365 shares

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

  5. period ended2025-06-30
    13F 177,688 shares
    Change vs previous 13F +2,819 shares

    1.22% of the 13F portfolio, value $23,687,558.

    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.: 162,038 shares
    • Essex Bank: 15,650 shares

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

  6. period ended2025-03-31
    13F 174,869 shares
    Change vs previous 13F -2,633 shares

    1.26% of the 13F portfolio, value $22,551,144.

    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.: 159,188 shares
    • Essex Bank: 15,681 shares

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

  7. period ended2024-12-31
    13F 177,502 shares
    Change vs previous 13F +3,799 shares

    1.24% of the 13F portfolio, value $22,647,525.

    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.: 161,290 shares
    • Essex Bank: 16,212 shares

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

  8. period ended2024-09-30
    13F 173,703 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $22,579,821.

    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.: 157,928 shares
    • Essex Bank: 15,775 shares

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