Skip to content
Disclosery

Essex Financial Services, Inc.: AMT position timeline

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

Essex Financial Services, Inc. held 4,497 AMT 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 4,497 shares
    Change vs previous 13F +1,275 shares

    0.04% of the 13F portfolio, value $735,558.

    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 3,222 shares
    Change vs previous 13F -244 shares

    0.03% of the 13F portfolio, value $555,984.

    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 3,466 shares
    Change vs previous 13F -714 shares

    0.03% of the 13F portfolio, value $608,575.

    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.: 3,466 shares
    • Essex Bank: 0 shares

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

  4. period ended2025-09-30
    13F 4,180 shares
    Change vs previous 13F -77 shares

    0.04% of the 13F portfolio, value $803,928.

    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.: 3,020 shares
    • Essex Bank: 1,160 shares

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

  5. period ended2025-06-30
    13F 4,257 shares
    Change vs previous 13F +292 shares

    0.05% of the 13F portfolio, value $940,986.

    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.: 3,099 shares
    • Essex Bank: 1,158 shares

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

  6. period ended2025-03-31
    13F 3,965 shares
    Change vs previous 13F -1,643 shares

    0.05% of the 13F portfolio, value $862,738.

    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.: 2,702 shares
    • Essex Bank: 1,263 shares

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

  7. period ended2024-12-31
    13F 5,608 shares
    Change vs previous 13F -44 shares

    0.06% of the 13F portfolio, value $1,028,589.

    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.: 4,273 shares
    • Essex Bank: 1,335 shares

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

  8. period ended2024-09-30
    13F 5,652 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,267,081.

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

    • Essex Financial Services, Inc.: 4,340 shares
    • Essex Bank: 1,312 shares

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