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Disclosery

Essex Financial Services, Inc.: CI position timeline

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

Essex Financial Services, Inc. held 11,698 CI 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 11,698 shares
    Change vs previous 13F -483 shares

    0.13% of the 13F portfolio, value $3,224,993.

    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.: 9,288 shares
    • Essex Bank: 2,410 shares

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

  2. period ended2026-03-31
    13F 12,181 shares
    Change vs previous 13F -238 shares

    0.15% of the 13F portfolio, value $3,249,250.

    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.: 9,775 shares
    • Essex Bank: 2,406 shares

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

  3. period ended2025-12-31
    13F 12,419 shares
    Change vs previous 13F -619 shares

    0.15% of the 13F portfolio, value $3,417,990.

    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.: 9,592 shares
    • Essex Bank: 2,827 shares

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

  4. period ended2025-09-30
    13F 13,038 shares
    Change vs previous 13F +352 shares

    0.18% of the 13F portfolio, value $3,758,155.

    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.: 9,768 shares
    • Essex Bank: 3,270 shares

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

  5. period ended2025-06-30
    13F 12,686 shares
    Change vs previous 13F +70 shares

    0.22% of the 13F portfolio, value $4,193,832.

    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.: 9,382 shares
    • Essex Bank: 3,304 shares

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

  6. period ended2025-03-31
    13F 12,616 shares
    Change vs previous 13F +171 shares

    0.23% of the 13F portfolio, value $4,150,526.

    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.: 9,284 shares
    • Essex Bank: 3,332 shares

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

  7. period ended2024-12-31
    13F 12,445 shares
    Change vs previous 13F -302 shares

    0.19% of the 13F portfolio, value $3,436,496.

    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.: 9,098 shares
    • Essex Bank: 3,347 shares

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

  8. period ended2024-09-30
    13F 12,747 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,146,172.

    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.: 9,312 shares
    • Essex Bank: 3,435 shares

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