Essex Financial Services, Inc. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Essex Financial Services, Inc. opened 53 positions, added to 163, reduced 234, sold out of 37 and left 12 unchanged. The largest increase in value was AAPL (+$10,572,811); the largest decrease was GLD (-$5,360,266).
- DB: Country of operation —; Class NAMEN AKT; Shares 2026-03-31 34,246; Shares 2026-06-30 34,246.
- BAR: Country of operation United States; Class SHS BEN INT; Shares 2026-03-31 15,011; Shares 2026-06-30 15,011.
- SGOL: Country of operation United States; Class PHYSCL GOLD SHS; Shares 2026-03-31 10,470; Shares 2026-06-30 10,470.
- PAAS: Country of operation —; Class COM; Shares 2026-03-31 4,790; Shares 2026-06-30 4,790.
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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