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Disclosery

Essex Financial Services, Inc.: C position timeline

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

Essex Financial Services, Inc. held 22,438 C 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 22,438 shares
    Change vs previous 13F -170 shares

    0.13% of the 13F portfolio, value $3,140,431.

    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.: 17,534 shares
    • Essex Bank: 4,904 shares

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

  2. period ended2026-03-31
    13F 22,608 shares
    Change vs previous 13F +322 shares

    0.11% of the 13F portfolio, value $2,563,934.

    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.: 17,717 shares
    • Essex Bank: 4,891 shares

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

  3. period ended2025-12-31
    13F 22,286 shares
    Change vs previous 13F +302 shares

    0.12% of the 13F portfolio, value $2,600,560.

    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.: 17,536 shares
    • Essex Bank: 4,750 shares

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

  4. period ended2025-09-30
    13F 21,984 shares
    Change vs previous 13F +183 shares

    0.11% of the 13F portfolio, value $2,231,343.

    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.: 17,245 shares
    • Essex Bank: 4,739 shares

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

  5. period ended2025-06-30
    13F 21,801 shares
    Change vs previous 13F -1,645 shares

    0.1% of the 13F portfolio, value $1,855,678.

    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.: 17,158 shares
    • Essex Bank: 4,643 shares

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

  6. period ended2025-03-31
    13F 23,446 shares
    Change vs previous 13F +791 shares

    0.09% of the 13F portfolio, value $1,664,432.

    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.: 16,918 shares
    • Essex Bank: 6,528 shares

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

  7. period ended2024-12-31
    13F 22,655 shares
    Change vs previous 13F +372 shares

    0.09% of the 13F portfolio, value $1,594,642.

    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.: 17,883 shares
    • Essex Bank: 4,772 shares

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

  8. period ended2024-09-30
    13F 22,283 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,411,593.

    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.: 17,552 shares
    • Essex Bank: 4,731 shares

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