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Disclosery

Essex Financial Services, Inc.: BA position timeline

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

Essex Financial Services, Inc. held 10,541 BA 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 10,541 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $2,281,855.

    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.: 7,006 shares
    • Essex Bank: 3,535 shares

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

  2. period ended2026-03-31
    13F 10,546 shares
    Change vs previous 13F +656 shares

    0.09% of the 13F portfolio, value $2,099,010.

    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.: 6,953 shares
    • Essex Bank: 3,593 shares

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

  3. period ended2025-12-31
    13F 9,890 shares
    Change vs previous 13F +97 shares

    0.1% of the 13F portfolio, value $2,147,392.

    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.: 6,149 shares
    • Essex Bank: 3,741 shares

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

  4. period ended2025-09-30
    13F 9,793 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $2,113,697.

    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.: 6,151 shares
    • Essex Bank: 3,642 shares

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

  5. period ended2025-06-30
    13F 9,776 shares
    Change vs previous 13F -319 shares

    0.11% of the 13F portfolio, value $2,048,436.

    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.: 6,144 shares
    • Essex Bank: 3,632 shares

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

  6. period ended2025-03-31
    13F 10,095 shares
    Change vs previous 13F -85 shares

    0.1% of the 13F portfolio, value $1,721,759.

    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.: 6,291 shares
    • Essex Bank: 3,804 shares

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

  7. period ended2024-12-31
    13F 10,180 shares
    Change vs previous 13F -1,068 shares

    0.1% of the 13F portfolio, value $1,801,924.

    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.: 6,817 shares
    • Essex Bank: 3,363 shares

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

  8. period ended2024-09-30
    13F 11,248 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,761,848.

    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.: 6,588 shares
    • Essex Bank: 4,660 shares

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