Essex Financial Services’s Intellinetics INLX Stock Holding History

Essex Financial Services’s Portfolio INLX Stock Details INLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,338	Closed	-$84.5K	–	860
2026 Q1	$84.5K	Hold	11,338	–	–	﹤0.01%	784
2025 Q4	$90.4K	Buy	+11,338	New	+$105K	0.01%	776

Other funds holding INLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Essex Financial Services's INLX Position: Q2 2026 in Review

Essex Financial Services sold out of Intellinetics (INLX) in Q2 2026, closing a stake of 11,338 shares — an estimated $84.5K sold.

Essex Financial Services first reported a position in INLX in Q4 2025 and held it in 2 quarters. The position peaked at $90.4K in Q4 2025. 2 funds tracked by Wall St. Rank hold INLX as of Q2 2026.

Essex Financial Services reported no remaining Intellinetics position as of Q2 2026 after selling out during the quarter.
Essex Financial Services sold 11,338 Intellinetics shares in Q2 2026, an estimated $84.5K.
Essex Financial Services first reported a position in Intellinetics in Q4 2025 and held it in 2 quarters.
Essex Financial Services's Intellinetics position peaked at $90.4K in Q4 2025.
2 funds tracked by Wall St. Rank held Intellinetics as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.