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Disclosery

Essex Financial Services, Inc.: BX position timeline

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

Essex Financial Services, Inc. held 30,147 BX 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 30,147 shares
    Change vs previous 13F +148 shares

    0.14% of the 13F portfolio, value $3,547,339.

    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.: 27,418 shares
    • Essex Bank: 2,729 shares

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

  2. period ended2026-03-31
    13F 29,999 shares
    Change vs previous 13F -390 shares

    0.15% of the 13F portfolio, value $3,449,559.

    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.: 26,410 shares
    • Essex Bank: 3,589 shares

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

  3. period ended2025-12-31
    13F 30,389 shares
    Change vs previous 13F -74 shares

    0.21% of the 13F portfolio, value $4,684,155.

    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.: 26,829 shares
    • Essex Bank: 3,560 shares

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

  4. period ended2025-09-30
    13F 30,463 shares
    Change vs previous 13F -813 shares

    0.25% of the 13F portfolio, value $5,204,652.

    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.: 26,903 shares
    • Essex Bank: 3,560 shares

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

  5. period ended2025-06-30
    13F 31,276 shares
    Change vs previous 13F +1,269 shares

    0.24% of the 13F portfolio, value $4,678,258.

    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.: 27,716 shares
    • Essex Bank: 3,560 shares

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

  6. period ended2025-03-31
    13F 30,007 shares
    Change vs previous 13F +63 shares

    0.23% of the 13F portfolio, value $4,194,325.

    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.: 26,883 shares
    • Essex Bank: 3,124 shares

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

  7. period ended2024-12-31
    13F 29,944 shares
    Change vs previous 13F +615 shares

    0.28% of the 13F portfolio, value $5,162,981.

    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.: 27,553 shares
    • Essex Bank: 2,391 shares

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

  8. period ended2024-09-30
    13F 29,329 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,905,303.

    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.: 26,959 shares
    • Essex Bank: 2,370 shares

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