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Disclosery

Essex Financial Services, Inc.: ALL position timeline

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

Essex Financial Services, Inc. held 10,483 ALL 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 10,483 shares
    Change vs previous 13F -118 shares

    0.1% of the 13F portfolio, value $2,494,345.

    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.: 9,445 shares
    • Essex Bank: 1,038 shares

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

  2. period ended2026-03-31
    13F 10,601 shares
    Change vs previous 13F +290 shares

    0.1% of the 13F portfolio, value $2,198,026.

    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.: 9,573 shares
    • Essex Bank: 1,028 shares

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

  3. period ended2025-12-31
    13F 10,311 shares
    Change vs previous 13F -93 shares

    0.1% of the 13F portfolio, value $2,146,325.

    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.: 9,280 shares
    • Essex Bank: 1,031 shares

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

  4. period ended2025-09-30
    13F 10,404 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $2,233,270.

    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.: 9,347 shares
    • Essex Bank: 1,057 shares

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

  5. period ended2025-06-30
    13F 10,401 shares
    Change vs previous 13F +304 shares

    0.11% of the 13F portfolio, value $2,093,831.

    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.: 9,345 shares
    • Essex Bank: 1,056 shares

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

  6. period ended2025-03-31
    13F 10,097 shares
    Change vs previous 13F -170 shares

    0.12% of the 13F portfolio, value $2,090,788.

    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.: 9,018 shares
    • Essex Bank: 1,079 shares

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

  7. period ended2024-12-31
    13F 10,267 shares
    Change vs previous 13F +1,329 shares

    0.11% of the 13F portfolio, value $1,979,373.

    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.: 9,188 shares
    • Essex Bank: 1,079 shares

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

  8. period ended2024-09-30
    13F 8,938 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,723,071.

    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).