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Essex Financial Services, Inc.: AMLP position timeline

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

Essex Financial Services, Inc. held 60,454 AMLP 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 60,454 shares
    Change vs previous 13F -2,098 shares

    0.13% of the 13F portfolio, value $3,134,492.

    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.: 56,309 shares
    • Essex Bank: 4,145 shares

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

  2. period ended2026-03-31
    13F 62,552 shares
    Change vs previous 13F +16,414 shares

    0.18% of the 13F portfolio, value $3,292,716.

    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 46,138 shares
    Change vs previous 13F -16,971 shares

    0.12% of the 13F portfolio, value $2,169,423.

    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 63,109 shares
    Change vs previous 13F -12,404 shares

    0.18% of the 13F portfolio, value $2,961,703.

    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 75,513 shares
    Change vs previous 13F -7,456 shares

    0.24% of the 13F portfolio, value $3,689,573.

    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 82,969 shares
    Change vs previous 13F +7,125 shares

    0.31% of the 13F portfolio, value $4,309,395.

    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 75,844 shares
    Change vs previous 13F +1,370 shares

    0.26% of the 13F portfolio, value $3,652,655.

    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 74,474 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,489,441.

    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).