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Disclosery

Essex Financial Services, Inc.: BHP position timeline

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

Essex Financial Services, Inc. held 4,253 BHP 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 4,253 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $354,352.

    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 4,253 shares
    Change vs previous 13F -642 shares

    0.02% of the 13F portfolio, value $309,394.

    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 4,895 shares
    Change vs previous 13F -858 shares

    0.02% of the 13F portfolio, value $295,481.

    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 5,753 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $320,702.

    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 5,688 shares
    Change vs previous 13F -7,714 shares

    0.02% of the 13F portfolio, value $273,531.

    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.: 5,688 shares
    • Essex Bank: 0 shares

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

  6. period ended2025-03-31
    13F 13,402 shares
    Change vs previous 13F -579 shares

    0.04% of the 13F portfolio, value $650,526.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 5,638 shares
    • Essex Bank: 7,764 shares

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

  7. period ended2024-12-31
    13F 13,981 shares
    Change vs previous 13F +1,069 shares

    0.04% of the 13F portfolio, value $682,713.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,498 shares
    • Essex Bank: 7,483 shares

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

  8. period ended2024-09-30
    13F 12,912 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $771,095.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 5,648 shares
    • Essex Bank: 7,264 shares

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