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Disclosery

Essex Financial Services, Inc.: XLI position timeline

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

Essex Financial Services, Inc. held 11,341 XLI 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 11,341 shares
    Change vs previous 13F +193 shares

    0.09% of the 13F portfolio, value $2,100,705.

    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.: 7,879 shares
    • Essex Bank: 3,462 shares

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

  2. period ended2026-03-31
    13F 11,148 shares
    Change vs previous 13F +970 shares

    0.08% of the 13F portfolio, value $1,802,975.

    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.: 7,661 shares
    • Essex Bank: 3,487 shares

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

  3. period ended2025-12-31
    13F 10,178 shares
    Change vs previous 13F +3,768 shares

    0.07% of the 13F portfolio, value $1,578,736.

    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.: 6,691 shares
    • Essex Bank: 3,487 shares

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

  4. period ended2025-09-30
    13F 6,410 shares
    Change vs previous 13F +30 shares

    0.06% of the 13F portfolio, value $988,591.

    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 6,380 shares
    Change vs previous 13F +2,180 shares

    0.06% of the 13F portfolio, value $941,145.

    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 4,200 shares
    Change vs previous 13F -20 shares

    0.04% of the 13F portfolio, value $550,495.

    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 4,220 shares
    Change vs previous 13F -7,725 shares

    0.04% of the 13F portfolio, value $556,006.

    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 11,945 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,649,152.

    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).