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Disclosery

Essex Financial Services, Inc.: BRK-B position timeline

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

Essex Financial Services, Inc. held 44,032 BRK-B 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 44,032 shares
    Change vs previous 13F +742 shares

    0.89% of the 13F portfolio, value $22,033,138.

    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.: 33,868 shares
    • Essex Bank: 10,164 shares

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

  2. period ended2026-03-31
    13F 43,290 shares
    Change vs previous 13F -1,014 shares

    0.93% of the 13F portfolio, value $20,744,444.

    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.: 33,105 shares
    • Essex Bank: 10,185 shares

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

  3. period ended2025-12-31
    13F 44,304 shares
    Change vs previous 13F -644 shares

    1% of the 13F portfolio, value $22,269,122.

    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.: 33,573 shares
    • Essex Bank: 10,731 shares

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

  4. period ended2025-09-30
    13F 44,948 shares
    Change vs previous 13F -946 shares

    1.07% of the 13F portfolio, value $22,597,027.

    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.: 33,657 shares
    • Essex Bank: 11,291 shares

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

  5. period ended2025-06-30
    13F 45,894 shares
    Change vs previous 13F +142 shares

    1.15% of the 13F portfolio, value $22,293,778.

    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.: 34,868 shares
    • Essex Bank: 11,026 shares

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

  6. period ended2025-03-31
    13F 45,752 shares
    Change vs previous 13F -111 shares

    1.36% of the 13F portfolio, value $24,366,633.

    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.: 34,832 shares
    • Essex Bank: 10,920 shares

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

  7. period ended2024-12-31
    13F 45,863 shares
    Change vs previous 13F +707 shares

    1.14% of the 13F portfolio, value $20,788,810.

    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.: 35,140 shares
    • Essex Bank: 10,723 shares

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

  8. period ended2024-09-30
    13F 45,156 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $20,825,092.

    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.: 34,773 shares
    • Essex Bank: 10,383 shares

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