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Disclosery

Essex Financial Services, Inc.: XLF position timeline

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

Essex Financial Services, Inc. held 44,269 XLF 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 44,269 shares
    Change vs previous 13F -1,727 shares

    0.1% of the 13F portfolio, value $2,373,257.

    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.: 32,278 shares
    • Essex Bank: 11,991 shares

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

  2. period ended2026-03-31
    13F 45,996 shares
    Change vs previous 13F -714 shares

    0.1% of the 13F portfolio, value $2,270,700.

    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.: 32,415 shares
    • Essex Bank: 13,581 shares

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

  3. period ended2025-12-31
    13F 46,710 shares
    Change vs previous 13F +13,158 shares

    0.12% of the 13F portfolio, value $2,558,278.

    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.: 33,129 shares
    • Essex Bank: 13,581 shares

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

  4. period ended2025-09-30
    13F 33,552 shares
    Change vs previous 13F -1,143 shares

    0.11% of the 13F portfolio, value $1,807,440.

    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 34,695 shares
    Change vs previous 13F +1,658 shares

    0.12% of the 13F portfolio, value $1,816,988.

    13F-HR 0001951757-25-000875 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).

  6. period ended2025-03-31
    13F 33,037 shares
    Change vs previous 13F +1,396 shares

    0.12% of the 13F portfolio, value $1,645,583.

    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 31,641 shares
    Change vs previous 13F -136 shares

    0.11% of the 13F portfolio, value $1,529,223.

    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 31,777 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,497,858.

    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).