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Disclosery

Essex Financial Services, Inc.: CAG position timeline

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

Essex Financial Services, Inc. held 27,176 CAG 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 27,176 shares
    Change vs previous 13F -12,057 shares

    0.02% of the 13F portfolio, value $365,794.

    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 39,233 shares
    Change vs previous 13F -2,237 shares

    0.03% of the 13F portfolio, value $616,749.

    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 41,470 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $717,852.

    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 41,456 shares
    Change vs previous 13F +6,942 shares

    0.05% of the 13F portfolio, value $759,055.

    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 34,514 shares
    Change vs previous 13F -1,053 shares

    0.05% of the 13F portfolio, value $706,493.

    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 35,567 shares
    Change vs previous 13F +552 shares

    0.07% of the 13F portfolio, value $948,582.

    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 35,015 shares
    Change vs previous 13F +26,424 shares

    0.07% of the 13F portfolio, value $971,658.

    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 8,591 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $253,255.

    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).