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Disclosery

Essex Financial Services, Inc.: AMBP position timeline

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

Essex Financial Services, Inc. held 144,150 AMBP 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 144,150 shares
    Change vs previous 13F -179 shares

    0.03% of the 13F portfolio, value $683,271.

    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 144,329 shares
    Change vs previous 13F -4,933 shares

    0.03% of the 13F portfolio, value $584,532.

    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 149,262 shares
    Change vs previous 13F -2,383 shares

    0.03% of the 13F portfolio, value $611,974.

    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 151,645 shares
    Change vs previous 13F -16,519 shares

    0.04% of the 13F portfolio, value $605,064.

    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 168,164 shares
    Change vs previous 13F -4,501 shares

    0.05% of the 13F portfolio, value $719,742.

    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 172,665 shares
    Change vs previous 13F +14,118 shares

    0.04% of the 13F portfolio, value $521,448.

    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 158,547 shares
    Change vs previous 13F -4,940 shares

    0.03% of the 13F portfolio, value $477,226.

    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 163,487 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $688,280.

    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).