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Disclosery

Essex Financial Services, Inc.: BBDC position timeline

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

Essex Financial Services, Inc. held 21,386 BBDC 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 21,386 shares
    Change vs previous 13F -8,362 shares

    0.01% of the 13F portfolio, value $182,206.

    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 29,748 shares
    Change vs previous 13F +1,077 shares

    0.01% of the 13F portfolio, value $244,829.

    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 28,671 shares
    Change vs previous 13F +2,324 shares

    0.01% of the 13F portfolio, value $263,202.

    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 26,347 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $230,796.

    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 26,320 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $240,560.

    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 26,292 shares
    Change vs previous 13F +551 shares

    0.02% of the 13F portfolio, value $250,830.

    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 25,741 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $246,337.

    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 25,734 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $252,453.

    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).