Skip to content
Disclosery

Essex Financial Services, Inc.: AEP position timeline

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

Essex Financial Services, Inc. held 12,058 AEP 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 12,058 shares
    Change vs previous 13F -574 shares

    0.07% of the 13F portfolio, value $1,649,648.

    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.: 7,643 shares
    • Essex Bank: 4,415 shares

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

  2. period ended2026-03-31
    13F 12,632 shares
    Change vs previous 13F +17 shares

    0.07% of the 13F portfolio, value $1,655,850.

    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.: 8,215 shares
    • Essex Bank: 4,417 shares

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

  3. period ended2025-12-31
    13F 12,615 shares
    Change vs previous 13F +908 shares

    0.07% of the 13F portfolio, value $1,454,586.

    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.: 8,140 shares
    • Essex Bank: 4,475 shares

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

  4. period ended2025-09-30
    13F 11,707 shares
    Change vs previous 13F -451 shares

    0.06% of the 13F portfolio, value $1,317,055.

    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.: 7,411 shares
    • Essex Bank: 4,296 shares

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

  5. period ended2025-06-30
    13F 12,158 shares
    Change vs previous 13F +1,125 shares

    0.06% of the 13F portfolio, value $1,261,477.

    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.: 7,862 shares
    • Essex Bank: 4,296 shares

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

  6. period ended2025-03-31
    13F 11,033 shares
    Change vs previous 13F +428 shares

    0.07% of the 13F portfolio, value $1,205,550.

    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.: 6,737 shares
    • Essex Bank: 4,296 shares

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

  7. period ended2024-12-31
    13F 10,605 shares
    Change vs previous 13F +218 shares

    0.05% of the 13F portfolio, value $978,113.

    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.: 6,305 shares
    • Essex Bank: 4,300 shares

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

  8. period ended2024-09-30
    13F 10,387 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,049,232.

    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.: 6,113 shares
    • Essex Bank: 4,274 shares

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