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Disclosery

Essex Financial Services, Inc.: CARR position timeline

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

Essex Financial Services, Inc. held 40,594 CARR 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 40,594 shares
    Change vs previous 13F -3,165 shares

    0.12% of the 13F portfolio, value $2,977,601.

    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.: 36,272 shares
    • Essex Bank: 4,322 shares

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

  2. period ended2026-03-31
    13F 43,759 shares
    Change vs previous 13F -1,506 shares

    0.11% of the 13F portfolio, value $2,464,064.

    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.: 39,437 shares
    • Essex Bank: 4,322 shares

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

  3. period ended2025-12-31
    13F 45,265 shares
    Change vs previous 13F -1,130 shares

    0.11% of the 13F portfolio, value $2,391,816.

    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.: 40,989 shares
    • Essex Bank: 4,276 shares

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

  4. period ended2025-09-30
    13F 46,395 shares
    Change vs previous 13F -777 shares

    0.13% of the 13F portfolio, value $2,769,804.

    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.: 40,337 shares
    • Essex Bank: 6,058 shares

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

  5. period ended2025-06-30
    13F 47,172 shares
    Change vs previous 13F -1,064 shares

    0.18% of the 13F portfolio, value $3,452,545.

    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.: 41,114 shares
    • Essex Bank: 6,058 shares

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

  6. period ended2025-03-31
    13F 48,236 shares
    Change vs previous 13F +62 shares

    0.17% of the 13F portfolio, value $3,058,166.

    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.: 41,778 shares
    • Essex Bank: 6,458 shares

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

  7. period ended2024-12-31
    13F 48,174 shares
    Change vs previous 13F -69 shares

    0.18% of the 13F portfolio, value $3,288,340.

    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.: 41,605 shares
    • Essex Bank: 6,569 shares

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

  8. period ended2024-09-30
    13F 48,243 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,869,165.

    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.: 41,635 shares
    • Essex Bank: 6,608 shares

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