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Disclosery

Essex Financial Services, Inc.: XLK position timeline

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

Essex Financial Services, Inc. held 14,015 XLK 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 14,015 shares
    Change vs previous 13F +515 shares

    0.11% of the 13F portfolio, value $2,670,189.

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

    • Essex Financial Services, Inc.: 4,265 shares
    • Essex Bank: 9,750 shares

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

  2. period ended2026-03-31
    13F 13,500 shares
    Change vs previous 13F +598 shares

    0.08% of the 13F portfolio, value $1,794,138.

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

    • Essex Financial Services, Inc.: 3,750 shares
    • Essex Bank: 9,750 shares

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

  3. period ended2025-12-31
    13F 12,902 shares
    Change vs previous 13F +10,540 shares

    0.08% of the 13F portfolio, value $1,857,437.

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

    • Essex Financial Services, Inc.: 3,104 shares
    • Essex Bank: 9,798 shares

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

  4. period ended2025-09-30
    13F 2,362 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $665,759.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,422 shares
    • Essex Bank: 940 shares

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

  5. period ended2025-06-30
    13F 2,362 shares
    Change vs previous 13F +1,297 shares

    0.03% of the 13F portfolio, value $598,100.

    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.: 1,422 shares
    • Essex Bank: 940 shares

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

  6. period ended2025-03-31
    13F 1,065 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $219,899.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 1,065 shares
    Change vs previous 13F -1,250 shares

    0.06% of the 13F portfolio, value $247,629.

    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: 1,065 shares

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

  8. period ended2024-09-30
    13F 2,315 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $531,116.

    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.: 1,388 shares
    • Essex Bank: 927 shares

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