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Disclosery

Essex Financial Services, Inc.: CGBL position timeline

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

Essex Financial Services, Inc. held 239,613 CGBL 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 239,613 shares
    Change vs previous 13F +22,337 shares

    0.45% of the 13F portfolio, value $9,095,693.

    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 217,276 shares
    Change vs previous 13F +53,657 shares

    0.42% of the 13F portfolio, value $7,476,472.

    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 163,619 shares
    Change vs previous 13F +28,715 shares

    0.33% of the 13F portfolio, value $5,780,650.

    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 134,904 shares
    Change vs previous 13F +49,422 shares

    0.28% of the 13F portfolio, value $4,683,856.

    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 85,482 shares
    Change vs previous 13F +28,025 shares

    0.19% of the 13F portfolio, value $2,858,524.

    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 57,457 shares
    Change vs previous 13F +15,129 shares

    0.13% of the 13F portfolio, value $1,780,006.

    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 42,328 shares
    Change vs previous 13F +24,270 shares

    0.09% of the 13F portfolio, value $1,323,590.

    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 18,058 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $569,355.

    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).