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Disclosery

Essex Financial Services, Inc.: BMY position timeline

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

Essex Financial Services, Inc. held 64,860 BMY 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 64,860 shares
    Change vs previous 13F -1,947 shares

    0.15% of the 13F portfolio, value $3,737,094.

    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.: 51,332 shares
    • Essex Bank: 13,528 shares

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

  2. period ended2026-03-31
    13F 66,807 shares
    Change vs previous 13F -2,426 shares

    0.18% of the 13F portfolio, value $4,051,840.

    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.: 52,970 shares
    • Essex Bank: 13,837 shares

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

  3. period ended2025-12-31
    13F 69,233 shares
    Change vs previous 13F +3,684 shares

    0.17% of the 13F portfolio, value $3,734,302.

    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.: 54,652 shares
    • Essex Bank: 14,581 shares

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

  4. period ended2025-09-30
    13F 65,549 shares
    Change vs previous 13F -3,423 shares

    0.14% of the 13F portfolio, value $2,956,083.

    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.: 50,404 shares
    • Essex Bank: 15,145 shares

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

  5. period ended2025-06-30
    13F 68,972 shares
    Change vs previous 13F -1,908 shares

    0.16% of the 13F portfolio, value $3,192,711.

    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.: 52,298 shares
    • Essex Bank: 16,674 shares

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

  6. period ended2025-03-31
    13F 70,880 shares
    Change vs previous 13F +3,063 shares

    0.24% of the 13F portfolio, value $4,322,960.

    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.: 53,376 shares
    • Essex Bank: 17,504 shares

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

  7. period ended2024-12-31
    13F 67,817 shares
    Change vs previous 13F -956 shares

    0.21% of the 13F portfolio, value $3,835,729.

    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.: 50,385 shares
    • Essex Bank: 17,432 shares

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

  8. period ended2024-09-30
    13F 68,773 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,611,427.

    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.: 52,074 shares
    • Essex Bank: 16,699 shares

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