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Disclosery

Essex Financial Services, Inc.: XLV position timeline

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

Essex Financial Services, Inc. held 10,158 XLV 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 10,158 shares
    Change vs previous 13F -99 shares

    0.07% of the 13F portfolio, value $1,611,602.

    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.: 6,820 shares
    • Essex Bank: 3,338 shares

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

  2. period ended2026-03-31
    13F 10,257 shares
    Change vs previous 13F -492 shares

    0.07% of the 13F portfolio, value $1,503,736.

    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.: 6,870 shares
    • Essex Bank: 3,387 shares

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

  3. period ended2025-12-31
    13F 10,749 shares
    Change vs previous 13F +4,026 shares

    0.07% of the 13F portfolio, value $1,663,936.

    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.: 7,202 shares
    • Essex Bank: 3,547 shares

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

  4. period ended2025-09-30
    13F 6,723 shares
    Change vs previous 13F -378 shares

    0.06% of the 13F portfolio, value $935,609.

    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 7,101 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $957,080.

    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).