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Disclosery

Essex Financial Services, Inc.: CGUS position timeline

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

Essex Financial Services, Inc. held 302,902 CGUS 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 302,902 shares
    Change vs previous 13F +47,519 shares

    0.67% of the 13F portfolio, value $13,473,076.

    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 255,383 shares
    Change vs previous 13F +4,332 shares

    0.55% of the 13F portfolio, value $9,811,808.

    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 251,051 shares
    Change vs previous 13F -15,217 shares

    0.57% of the 13F portfolio, value $10,099,774.

    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 266,268 shares
    Change vs previous 13F -400 shares

    0.63% of the 13F portfolio, value $10,528,229.

    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 266,668 shares
    Change vs previous 13F -806 shares

    0.65% of the 13F portfolio, value $9,848,063.

    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 267,474 shares
    Change vs previous 13F +30,392 shares

    0.64% of the 13F portfolio, value $8,933,615.

    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 237,082 shares
    Change vs previous 13F +14,620 shares

    0.59% of the 13F portfolio, value $8,290,756.

    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 222,462 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,734,996.

    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).