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Disclosery

Essex Financial Services, Inc.: XLG position timeline

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

Essex Financial Services, Inc. held 12,002 XLG 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 12,002 shares
    Change vs previous 13F -170 shares

    0.03% of the 13F portfolio, value $734,785.

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

    • Essex Financial Services, Inc.: 3,849 shares
    • Essex Bank: 8,153 shares

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

  2. period ended2026-03-31
    13F 12,172 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $663,882.

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

    • Essex Financial Services, Inc.: 3,848 shares
    • Essex Bank: 8,324 shares

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

  3. period ended2025-12-31
    13F 12,171 shares
    Change vs previous 13F +689 shares

    0.03% of the 13F portfolio, value $721,401.

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

    • Essex Financial Services, Inc.: 3,847 shares
    • Essex Bank: 8,324 shares

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

  4. period ended2025-09-30
    13F 11,482 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $660,439.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,930 shares
    • Essex Bank: 7,552 shares

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

  5. period ended2025-06-30
    13F 11,482 shares
    Share basis changed not comparable

    Membership change: Essex Bank joined the group. 0.03% of the 13F portfolio, value $598,132.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,930 shares
    • Essex Bank: 7,552 shares

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