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Disclosery

Essex Financial Services, Inc.: BLK position timeline

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

Essex Financial Services, Inc. held 2,471 BLK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,471 shares
    Change vs previous 13F -24 shares

    0.1% of the 13F portfolio, value $2,375,623.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 840 shares
    • Essex Bank: 1,631 shares

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

  2. period ended2026-03-31
    13F 2,495 shares
    Change vs previous 13F -139 shares

    0.11% of the 13F portfolio, value $2,399,903.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 864 shares
    • Essex Bank: 1,631 shares

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

  3. period ended2025-12-31
    13F 2,634 shares
    Change vs previous 13F -31 shares

    0.13% of the 13F portfolio, value $2,819,056.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 782 shares
    • Essex Bank: 1,852 shares

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

  4. period ended2025-09-30
    13F 2,665 shares
    Change vs previous 13F +48 shares

    0.15% of the 13F portfolio, value $3,107,545.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 793 shares
    • Essex Bank: 1,872 shares

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

  5. period ended2025-06-30
    13F 2,617 shares
    Change vs previous 13F -13 shares

    0.14% of the 13F portfolio, value $2,746,011.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 753 shares
    • Essex Bank: 1,864 shares

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

  6. period ended2025-03-31
    13F 2,630 shares
    Change vs previous 13F -84 shares

    0.14% of the 13F portfolio, value $2,488,969.

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

    • Essex Financial Services, Inc.: 753 shares
    • Essex Bank: 1,877 shares

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

  7. period ended2024-12-31
    13F 2,714 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,781,821.

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

    • Essex Financial Services, Inc.: 798 shares
    • Essex Bank: 1,916 shares

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