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Disclosery

Essex Financial Services, Inc.: AXP position timeline

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

Essex Financial Services, Inc. held 6,644 AXP 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 6,644 shares
    Change vs previous 13F -7 shares

    0.09% of the 13F portfolio, value $2,247,493.

    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.: 4,526 shares
    • Essex Bank: 2,118 shares

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

  2. period ended2026-03-31
    13F 6,651 shares
    Change vs previous 13F -329 shares

    0.09% of the 13F portfolio, value $2,011,752.

    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.: 4,532 shares
    • Essex Bank: 2,119 shares

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

  3. period ended2025-12-31
    13F 6,980 shares
    Change vs previous 13F +218 shares

    0.12% of the 13F portfolio, value $2,582,184.

    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.: 4,339 shares
    • Essex Bank: 2,641 shares

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

  4. period ended2025-09-30
    13F 6,762 shares
    Change vs previous 13F -499 shares

    0.11% of the 13F portfolio, value $2,246,144.

    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.: 3,960 shares
    • Essex Bank: 2,802 shares

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

  5. period ended2025-06-30
    13F 7,261 shares
    Change vs previous 13F +363 shares

    0.12% of the 13F portfolio, value $2,315,985.

    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.: 4,361 shares
    • Essex Bank: 2,900 shares

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

  6. period ended2025-03-31
    13F 6,898 shares
    Change vs previous 13F -78 shares

    0.1% of the 13F portfolio, value $1,855,884.

    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.: 4,036 shares
    • Essex Bank: 2,862 shares

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

  7. period ended2024-12-31
    13F 6,976 shares
    Change vs previous 13F +172 shares

    0.11% of the 13F portfolio, value $2,070,237.

    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.: 4,028 shares
    • Essex Bank: 2,948 shares

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

  8. period ended2024-09-30
    13F 6,804 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,849,886.

    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.: 3,904 shares
    • Essex Bank: 2,900 shares

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