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Disclosery

Essex Financial Services, Inc.: VZ position timeline

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

Essex Financial Services, Inc. held 83,879 VZ 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 83,879 shares
    Change vs previous 13F +541 shares

    0.14% of the 13F portfolio, value $3,551,448.

    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.: 70,806 shares
    • Essex Bank: 13,073 shares

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

  2. period ended2026-03-31
    13F 83,338 shares
    Change vs previous 13F +402 shares

    0.19% of the 13F portfolio, value $4,183,575.

    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.: 70,295 shares
    • Essex Bank: 13,043 shares

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

  3. period ended2025-12-31
    13F 82,936 shares
    Change vs previous 13F -5,092 shares

    0.15% of the 13F portfolio, value $3,377,839.

    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.: 69,614 shares
    • Essex Bank: 13,322 shares

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

  4. period ended2025-09-30
    13F 88,028 shares
    Change vs previous 13F -21,071 shares

    0.18% of the 13F portfolio, value $3,868,844.

    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.: 74,770 shares
    • Essex Bank: 13,258 shares

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

  5. period ended2025-06-30
    13F 109,099 shares
    Change vs previous 13F +9,645 shares

    0.24% of the 13F portfolio, value $4,720,709.

    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.: 93,771 shares
    • Essex Bank: 15,328 shares

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

  6. period ended2025-03-31
    13F 99,454 shares
    Change vs previous 13F -865 shares

    0.25% of the 13F portfolio, value $4,511,223.

    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.: 83,826 shares
    • Essex Bank: 15,628 shares

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

  7. period ended2024-12-31
    13F 100,319 shares
    Change vs previous 13F -6,410 shares

    0.22% of the 13F portfolio, value $4,011,586.

    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.: 84,949 shares
    • Essex Bank: 15,370 shares

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

  8. period ended2024-09-30
    13F 106,729 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,485,655.

    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.: 90,287 shares
    • Essex Bank: 16,442 shares

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