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Disclosery

Essex Financial Services, Inc.: BOND position timeline

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

Essex Financial Services, Inc. held 35,849 BOND 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 35,849 shares
    Change vs previous 13F +260 shares

    0.16% of the 13F portfolio, value $3,305,634.

    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 35,589 shares
    Change vs previous 13F +4,099 shares

    0.18% of the 13F portfolio, value $3,284,107.

    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 31,490 shares
    Change vs previous 13F +366 shares

    0.17% of the 13F portfolio, value $2,931,077.

    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 31,124 shares
    Change vs previous 13F -2,540 shares

    0.17% of the 13F portfolio, value $2,905,386.

    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 33,664 shares
    Change vs previous 13F +1,212 shares

    0.2% of the 13F portfolio, value $3,103,107.

    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 32,452 shares
    Change vs previous 13F -355 shares

    0.22% of the 13F portfolio, value $3,000,850.

    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 32,807 shares
    Change vs previous 13F +4,567 shares

    0.21% of the 13F portfolio, value $2,966,422.

    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 28,240 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,609,703.

    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).