Essex Financial Services, Inc. quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Essex Financial Services, Inc. opened 1 positions, added to 6, reduced 6, sold out of 1 and left 2 unchanged. The largest increase in value was ASML (+$2,696,814); the largest decrease was SBSW (-$231,918).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 8,912; Shares 2026-06-30 8,863.
- ARM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 2,845; Shares 2026-06-30 2,508.
- BP: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 6,965; Shares 2026-06-30 6,329.
- TEVA: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 16,147; Shares 2026-06-30 16,075.
Two Form 13F-HR filings compared (SEC CIK 1315785): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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