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Disclosery

Essex Financial Services, Inc.: XSHQ position timeline

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

Essex Financial Services, Inc. held 6,655 XSHQ 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 6,655 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $321,797.

    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 6,700 shares
    Change vs previous 13F +395 shares

    0.02% of the 13F portfolio, value $282,472.

    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 6,305 shares
    Change vs previous 13F +1,045 shares

    0.02% of the 13F portfolio, value $265,407.

    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 5,260 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,338.

    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).