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Disclosery

Essex Financial Services, Inc.: XPO position timeline

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

Essex Financial Services, Inc. held 2,633 XPO 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 2,633 shares
    Change vs previous 13F +159 shares

    0.03% of the 13F portfolio, value $540,529.

    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 2,474 shares
    Change vs previous 13F -601 shares

    0.03% of the 13F portfolio, value $481,317.

    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 3,075 shares
    Change vs previous 13F +293 shares

    0.02% of the 13F portfolio, value $417,923.

    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 2,782 shares
    Change vs previous 13F +320 shares

    0.02% of the 13F portfolio, value $359,629.

    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 2,462 shares
    Change vs previous 13F +187 shares

    0.02% of the 13F portfolio, value $310,926.

    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 2,275 shares
    Change vs previous 13F +387 shares

    0.02% of the 13F portfolio, value $244,744.

    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 1,888 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $247,611.

    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 1,919 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $212,662.

    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).