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Disclosery

Essex Financial Services, Inc.: BNY position timeline

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

Essex Financial Services, Inc. held 17,637 BNY 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 17,637 shares
    Change vs previous 13F +185 shares

    0.1% of the 13F portfolio, value $2,550,497.

    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.: 14,455 shares
    • Essex Bank: 3,182 shares

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

  2. period ended2026-03-31
    13F 17,452 shares
    Change vs previous 13F -3,343 shares

    0.09% of the 13F portfolio, value $2,070,294.

    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.: 14,237 shares
    • Essex Bank: 3,215 shares

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

  3. period ended2025-12-31
    13F 20,795 shares
    Change vs previous 13F +94 shares

    0.11% of the 13F portfolio, value $2,414,111.

    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.: 17,584 shares
    • Essex Bank: 3,211 shares

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

  4. period ended2025-09-30
    13F 20,701 shares
    Change vs previous 13F +191 shares

    0.11% of the 13F portfolio, value $2,255,540.

    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.: 17,495 shares
    • Essex Bank: 3,206 shares

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

  5. period ended2025-06-30
    13F 20,510 shares
    Change vs previous 13F +876 shares

    0.1% of the 13F portfolio, value $1,868,672.

    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.: 17,273 shares
    • Essex Bank: 3,237 shares

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

  6. period ended2025-03-31
    13F 19,634 shares
    Change vs previous 13F -481 shares

    0.09% of the 13F portfolio, value $1,646,704.

    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.: 16,398 shares
    • Essex Bank: 3,236 shares

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

  7. period ended2024-12-31
    13F 20,115 shares
    Change vs previous 13F +2,556 shares

    0.08% of the 13F portfolio, value $1,545,418.

    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.: 16,922 shares
    • Essex Bank: 3,193 shares

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

  8. period ended2024-09-30
    13F 17,559 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,319,876.

    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.: 14,387 shares
    • Essex Bank: 3,172 shares

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