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Disclosery

Essex Financial Services, Inc.: VYMI position timeline

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

Essex Financial Services, Inc. held 83,769 VYMI 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 83,769 shares
    Change vs previous 13F +2,831 shares

    0.33% of the 13F portfolio, value $8,226,123.

    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.: 76,915 shares
    • Essex Bank: 6,854 shares

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

  2. period ended2026-03-31
    13F 80,938 shares
    Change vs previous 13F +35,916 shares

    0.34% of the 13F portfolio, value $7,627,618.

    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.: 75,034 shares
    • Essex Bank: 5,904 shares

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

  3. period ended2025-12-31
    13F 45,022 shares
    Change vs previous 13F +5,569 shares

    0.18% of the 13F portfolio, value $4,051,976.

    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.: 42,477 shares
    • Essex Bank: 2,545 shares

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

  4. period ended2025-09-30
    13F 39,453 shares
    Change vs previous 13F +6,415 shares

    0.16% of the 13F portfolio, value $3,340,851.

    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.: 36,908 shares
    • Essex Bank: 2,545 shares

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

  5. period ended2025-06-30
    13F 33,038 shares
    Change vs previous 13F +3,031 shares

    0.14% of the 13F portfolio, value $2,646,659.

    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.: 30,493 shares
    • Essex Bank: 2,545 shares

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

  6. period ended2025-03-31
    13F 30,007 shares
    Change vs previous 13F +5,543 shares

    0.16% of the 13F portfolio, value $2,211,231.

    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 24,464 shares
    Change vs previous 13F +2,096 shares

    0.12% of the 13F portfolio, value $1,660,586.

    13F-HR 0001951757-25-000141 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).

  8. period ended2024-09-30
    13F 22,368 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,606,268.

    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).