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Disclosery

Essex Financial Services, Inc.: BUFR position timeline

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

Essex Financial Services, Inc. held 36,515 BUFR 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 36,515 shares
    Change vs previous 13F +535 shares

    0.07% of the 13F portfolio, value $1,333,893.

    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 35,980 shares
    Change vs previous 13F +150 shares

    0.07% of the 13F portfolio, value $1,215,045.

    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 35,830 shares
    Change vs previous 13F -50 shares

    0.07% of the 13F portfolio, value $1,227,536.

    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 35,880 shares
    Change vs previous 13F -35 shares

    0.07% of the 13F portfolio, value $1,199,110.

    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 35,915 shares
    Change vs previous 13F +2,385 shares

    0.07% of the 13F portfolio, value $1,142,097.

    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 33,530 shares
    Change vs previous 13F -1,251 shares

    0.07% of the 13F portfolio, value $995,506.

    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 34,781 shares
    Change vs previous 13F +1,451 shares

    0.07% of the 13F portfolio, value $1,059,777.

    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 33,330 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,003,920.

    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).