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Disclosery

Essex Financial Services, Inc.: ADI position timeline

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

Essex Financial Services, Inc. held 2,572 ADI 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 2,572 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $1,021,505.

    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.: 1,677 shares
    • Essex Bank: 895 shares

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

  2. period ended2026-03-31
    13F 2,523 shares
    Change vs previous 13F +23 shares

    0.04% of the 13F portfolio, value $802,652.

    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.: 1,625 shares
    • Essex Bank: 898 shares

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

  3. period ended2025-12-31
    13F 2,500 shares
    Change vs previous 13F +93 shares

    0.03% of the 13F portfolio, value $677,985.

    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.: 1,625 shares
    • Essex Bank: 875 shares

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

  4. period ended2025-09-30
    13F 2,407 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $591,395.

    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.: 1,537 shares
    • Essex Bank: 870 shares

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

  5. period ended2025-06-30
    13F 2,396 shares
    Change vs previous 13F +685 shares

    0.03% of the 13F portfolio, value $570,290.

    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.: 1,516 shares
    • Essex Bank: 880 shares

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

  6. period ended2025-03-31
    13F 1,711 shares
    Change vs previous 13F -935 shares

    0.02% of the 13F portfolio, value $345,057.

    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.: 1,711 shares
    • Essex Bank: 0 shares

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

  7. period ended2024-12-31
    13F 2,646 shares
    Change vs previous 13F +39 shares

    0.03% of the 13F portfolio, value $562,163.

    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.: 1,689 shares
    • Essex Bank: 957 shares

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

  8. period ended2024-09-30
    13F 2,607 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $590,990.

    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.: 1,657 shares
    • Essex Bank: 950 shares

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