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Disclosery

Essex Financial Services, Inc.: XBI position timeline

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

Essex Financial Services, Inc. held 8,888 XBI 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 8,888 shares
    Change vs previous 13F +2,772 shares

    0.06% of the 13F portfolio, value $1,406,526.

    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.: 7,576 shares
    • Essex Bank: 1,312 shares

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

  2. period ended2026-03-31
    13F 6,116 shares
    Change vs previous 13F +345 shares

    0.04% of the 13F portfolio, value $781,185.

    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 5,771 shares
    Change vs previous 13F +1,269 shares

    0.04% of the 13F portfolio, value $703,684.

    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 4,502 shares
    Change vs previous 13F +373 shares

    0.03% of the 13F portfolio, value $451,092.

    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 4,129 shares
    Change vs previous 13F -1,325 shares

    0.02% of the 13F portfolio, value $342,409.

    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.: 4,129 shares
    • Essex Bank: 0 shares

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

  6. period ended2025-03-31
    13F 5,454 shares
    Change vs previous 13F +3,066 shares

    0.02% of the 13F portfolio, value $442,309.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,566 shares
    • Essex Bank: 2,888 shares

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

  7. period ended2024-12-31
    13F 2,388 shares
    Change vs previous 13F -5,115 shares

    0.05% of the 13F portfolio, value $215,061.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 0 shares
    • Essex Bank: 2,388 shares

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

  8. period ended2024-09-30
    13F 7,503 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $738,212.

    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.: 5,115 shares
    • Essex Bank: 2,388 shares

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