Essex Financial Services, Inc.: CHE position timeline

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

Essex Financial Services, Inc. held 430 CHE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 430 shares
Change vs previous 13F +430 shares
0.01% of the 13F portfolio, value $200,334.
13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -393 shares
13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 393 shares
Change vs previous 13F -18 shares
0.02% of the 13F portfolio, value $241,908.
13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 411 shares
Change vs previous 13F +17 shares
0.02% of the 13F portfolio, value $217,822.
13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 394 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $233,946.
13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).