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Essex Financial Services, Inc.: AIRR position timeline

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

Essex Financial Services, Inc. held 23,281 AIRR 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 23,281 shares
    Change vs previous 13F +353 shares

    0.15% of the 13F portfolio, value $3,102,201.

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

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

  2. period ended2026-03-31
    13F 22,928 shares
    Change vs previous 13F +801 shares

    0.14% of the 13F portfolio, value $2,539,970.

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

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

  3. period ended2025-12-31
    13F 22,127 shares
    Change vs previous 13F +1,372 shares

    0.12% of the 13F portfolio, value $2,175,532.

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

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

  4. period ended2025-09-30
    13F 20,755 shares
    Change vs previous 13F +635 shares

    0.12% of the 13F portfolio, value $2,006,629.

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

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

  5. period ended2025-06-30
    13F 20,120 shares
    Change vs previous 13F -266 shares

    0.11% of the 13F portfolio, value $1,637,730.

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

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

  6. period ended2025-03-31
    13F 20,386 shares
    Change vs previous 13F +1,515 shares

    0.1% of the 13F portfolio, value $1,390,498.

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

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

  7. period ended2024-12-31
    13F 18,871 shares
    Change vs previous 13F +5,378 shares

    0.1% of the 13F portfolio, value $1,453,821.

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

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

  8. period ended2024-09-30
    13F 13,493 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,033,714.

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

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