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Disclosery

Essex Financial Services, Inc.: AER position timeline

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

Essex Financial Services, Inc. held 0 AER shares at 2026-03-31 per its 13F-HR filed 2026-04-17.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,842 shares

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,842 shares
    Change vs previous 13F -150 shares

    0.09% of the 13F portfolio, value $408,565.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,992 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $362,032.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,042 shares
    Change vs previous 13F +57 shares

    0.08% of the 13F portfolio, value $355,914.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,985 shares
    Change vs previous 13F -350 shares

    0.07% of the 13F portfolio, value $304,976.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,335 shares
    Change vs previous 13F -300 shares

    0.08% of the 13F portfolio, value $319,159.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,635 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $344,307.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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