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Disclosery

Essex Financial Services, Inc.: XMLV position timeline

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

Essex Financial Services, Inc. held 10,005 XMLV 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 10,005 shares
    Change vs previous 13F -668 shares

    0.03% of the 13F portfolio, value $663,633.

    13F-HR 0001951757-26-001201 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).

  2. period ended2026-03-31
    13F 10,673 shares
    Change vs previous 13F +47 shares

    0.04% of the 13F portfolio, value $672,089.

    13F-HR 0001951757-26-000732 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).

  3. period ended2025-12-31
    13F 10,626 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $662,745.

    13F-HR 0001951757-26-000399 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).

  4. period ended2025-09-30
    13F 10,620 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $675,000.

    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 10,613 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $654,510.

    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 10,607 shares
    Change vs previous 13F +300 shares

    0.05% of the 13F portfolio, value $654,655.

    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 10,307 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $626,873.

    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 10,301 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $633,296.

    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).