Essex Financial Services, Inc.
Position in XOVR — EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
CIK 1315785
ESSEX, CT
Position in XOVR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$242,607
+$13,112 QoQ
Shares Held
14,364
+26.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOVR Over Time
Shares Held
Position Value (USD)
All Filings in XOVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,607 | 14,364 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $229,495 | 11,395 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $219,711 | 10,403 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||