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Disclosery

Essex Financial Services, Inc.: APD position timeline

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

Essex Financial Services, Inc. held 5,646 APD 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 5,646 shares
    Change vs previous 13F -42 shares

    0.07% of the 13F portfolio, value $1,655,233.

    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.: 4,184 shares
    • Essex Bank: 1,462 shares

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

  2. period ended2026-03-31
    13F 5,688 shares
    Change vs previous 13F -534 shares

    0.07% of the 13F portfolio, value $1,652,232.

    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.: 4,223 shares
    • Essex Bank: 1,465 shares

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

  3. period ended2025-12-31
    13F 6,222 shares
    Change vs previous 13F +430 shares

    0.07% of the 13F portfolio, value $1,536,910.

    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.: 4,736 shares
    • Essex Bank: 1,486 shares

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

  4. period ended2025-09-30
    13F 5,792 shares
    Change vs previous 13F -187 shares

    0.07% of the 13F portfolio, value $1,579,564.

    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.: 4,239 shares
    • Essex Bank: 1,553 shares

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

  5. period ended2025-06-30
    13F 5,979 shares
    Change vs previous 13F -35 shares

    0.09% of the 13F portfolio, value $1,686,450.

    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.: 4,199 shares
    • Essex Bank: 1,780 shares

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

  6. period ended2025-03-31
    13F 6,014 shares
    Change vs previous 13F +105 shares

    0.1% of the 13F portfolio, value $1,773,699.

    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.: 4,198 shares
    • Essex Bank: 1,816 shares

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

  7. period ended2024-12-31
    13F 5,909 shares
    Change vs previous 13F -147 shares

    0.09% of the 13F portfolio, value $1,713,761.

    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.: 4,082 shares
    • Essex Bank: 1,827 shares

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

  8. period ended2024-09-30
    13F 6,056 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,939,518.

    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.: 4,245 shares
    • Essex Bank: 1,811 shares

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