Skip to content
Disclosery

Essex Financial Services, Inc.: CB position timeline

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

Essex Financial Services, Inc. held 7,401 CB 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 7,401 shares
    Change vs previous 13F -85 shares

    0.1% of the 13F portfolio, value $2,521,866.

    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.: 5,510 shares
    • Essex Bank: 1,891 shares

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

  2. period ended2026-03-31
    13F 7,486 shares
    Change vs previous 13F -430 shares

    0.11% of the 13F portfolio, value $2,440,001.

    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.: 5,569 shares
    • Essex Bank: 1,917 shares

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

  3. period ended2025-12-31
    13F 7,916 shares
    Change vs previous 13F +453 shares

    0.11% of the 13F portfolio, value $2,470,747.

    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.: 5,521 shares
    • Essex Bank: 2,395 shares

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

  4. period ended2025-09-30
    13F 7,463 shares
    Change vs previous 13F -271 shares

    0.1% of the 13F portfolio, value $2,106,350.

    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.: 4,984 shares
    • Essex Bank: 2,479 shares

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

  5. period ended2025-06-30
    13F 7,734 shares
    Change vs previous 13F +918 shares

    0.12% of the 13F portfolio, value $2,240,759.

    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.: 5,197 shares
    • Essex Bank: 2,537 shares

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

  6. period ended2025-03-31
    13F 6,816 shares
    Change vs previous 13F -672 shares

    0.11% of the 13F portfolio, value $2,058,328.

    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.: 4,590 shares
    • Essex Bank: 2,226 shares

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

  7. period ended2024-12-31
    13F 7,488 shares
    Change vs previous 13F +566 shares

    0.11% of the 13F portfolio, value $2,068,795.

    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.: 5,224 shares
    • Essex Bank: 2,264 shares

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

  8. period ended2024-09-30
    13F 6,922 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,036,320.

    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.: 4,632 shares
    • Essex Bank: 2,290 shares

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