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Disclosery

Essex Financial Services, Inc.: CGMM position timeline

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

Essex Financial Services, Inc. held 215,247 CGMM 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 215,247 shares
    Change vs previous 13F +106,849 shares

    0.35% of the 13F portfolio, value $7,096,697.

    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 108,398 shares
    Change vs previous 13F +15,359 shares

    0.18% of the 13F portfolio, value $3,182,577.

    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 93,039 shares
    Change vs previous 13F +24,367 shares

    0.15% of the 13F portfolio, value $2,683,244.

    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 68,672 shares
    Change vs previous 13F +45,338 shares

    0.12% of the 13F portfolio, value $1,949,601.

    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 23,334 shares
    Change vs previous 13F +13,239 shares

    0.04% of the 13F portfolio, value $627,229.

    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 10,095 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $241,170.

    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).