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Disclosery

Essex Financial Services, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 427,243 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 427,243 shares
    Change vs previous 13F -4,035 shares

    5% of the 13F portfolio, value $123,625,923.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 320,429 shares
    • Essex Bank: 106,814 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 431,278 shares
    Change vs previous 13F -1,278 shares

    4.9% of the 13F portfolio, value $109,454,030.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 323,679 shares
    • Essex Bank: 107,599 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 432,556 shares
    Change vs previous 13F -3,822 shares

    5.3% of the 13F portfolio, value $117,593,503.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 322,076 shares
    • Essex Bank: 110,480 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 436,378 shares
    Change vs previous 13F -2,774 shares

    5.25% of the 13F portfolio, value $111,115,015.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 325,362 shares
    • Essex Bank: 111,016 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 439,152 shares
    Change vs previous 13F +2,186 shares

    4.63% of the 13F portfolio, value $90,100,682.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 327,819 shares
    • Essex Bank: 111,333 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 436,966 shares
    Change vs previous 13F -6,556 shares

    5.41% of the 13F portfolio, value $97,063,112.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 323,376 shares
    • Essex Bank: 113,590 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 443,522 shares
    Change vs previous 13F +9,182 shares

    6.1% of the 13F portfolio, value $111,066,794.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 330,874 shares
    • Essex Bank: 112,648 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 434,340 shares
    Change vs previous 13F not available

    5.7% of the 13F portfolio, value $102,123,519.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 322,522 shares
    • Essex Bank: 111,818 shares

    Acceptance time not in the bulk data set (spec §4.2).