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Disclosery

Essex Financial Services, Inc.: XLC position timeline

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

Essex Financial Services, Inc. held 6,541 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,541 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $700,789.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,907 shares
    • Essex Bank: 4,634 shares

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

  2. period ended2026-03-31
    13F 6,496 shares
    Change vs previous 13F -18 shares

    0.03% of the 13F portfolio, value $720,194.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,912 shares
    • Essex Bank: 4,584 shares

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

  3. period ended2025-12-31
    13F 6,514 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $766,876.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,930 shares
    • Essex Bank: 4,584 shares

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