Essex Financial Services, Inc.

Position in IBB — iShares Biotechnology ETF

CIK 1315785 ESSEX, CT

Position in IBB

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,061,222

-$4,054 QoQ

Shares Held

6,285

-0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,061,222	6,285	-0.4%	Shares	Sole	2026-04-24
2025-12-31	$1,065,276	6,312	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$910,397	6,306	-5.9%	Shares	Sole	2025-11-07
2025-06-30	$848,123	6,704	0.0%	Shares	Sole	2025-07-16
2025-03-31	$857,441	6,704	-3.7%	Shares	Sole	2025-04-25
2024-12-31	$919,917	6,958	-0.2%	Shares	Sole	2025-01-29
2024-09-30	$1,015,268	6,973	-14.9%	Shares	Sole	2024-10-24
2024-06-30	$1,124,296	8,191	+16.3%	Shares	Sole	2024-08-09
2024-03-31	$966,714	7,045	+9.0%	Shares	Sole	2024-04-24
2023-12-31	$878,270	6,465	-6.3%	Shares	Sole	2024-02-06
2023-09-30	$843,801	6,900	0.0%	Shares	Sole	2023-11-15
2023-06-30	$876,024	6,900	-0.4%	Shares	Sole	2023-08-09
2023-03-31	$894,433	6,925	-2.4%	Shares	Sole	2023-05-11
2022-12-31	$931,239	7,093	-2.0%	Shares	Sole	2023-02-10
2022-09-30	$846,439	7,237	-1.6%	Shares	Sole	2022-11-07
2022-06-30	$865,403	7,357	-10.2%	Shares	Sole	2022-08-01
2022-03-31	$1,067,417	8,192	+0.9%	Shares	Sole	2022-04-21
2021-12-31	$1,239,274	8,120	+4.6%	Shares	Sole	2022-02-11
2021-09-30	$1,254,636	7,760	+17.8%	Shares	Sole	2021-11-10
2021-06-30	$1,077,635	6,585	0.0%	Shares	Sole	2021-07-30
2021-03-31	$991,437	6,585	+5.8%	Shares	Sole	2021-05-11
2020-12-31	$942,722	6,223	+32.9%	Shares	Sole	2021-02-05
2020-09-30	$633,989	4,682	+26.5%	Shares	Sole	2020-11-10
2020-06-30	$506,026	3,702	+5.4%	Shares	Sole	2020-08-06
2020-03-31	$378,382	3,512	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.