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Disclosery

Essex Financial Services, Inc.: CL position timeline

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

Essex Financial Services, Inc. held 30,709 CL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,709 shares
    Change vs previous 13F -314 shares

    0.11% of the 13F portfolio, value $2,815,364.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,687 shares
    • Essex Bank: 17,022 shares

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

  2. period ended2026-03-31
    13F 31,023 shares
    Change vs previous 13F -8 shares

    0.12% of the 13F portfolio, value $2,643,894.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,997 shares
    • Essex Bank: 17,026 shares

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

  3. period ended2025-12-31
    13F 31,031 shares
    Change vs previous 13F +28 shares

    0.11% of the 13F portfolio, value $2,452,033.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 14,310 shares
    • Essex Bank: 16,721 shares

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

  4. period ended2025-09-30
    13F 31,003 shares
    Change vs previous 13F -705 shares

    0.12% of the 13F portfolio, value $2,478,347.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,651 shares
    • Essex Bank: 17,352 shares

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

  5. period ended2025-06-30
    13F 31,708 shares
    Change vs previous 13F -4,157 shares

    0.15% of the 13F portfolio, value $2,882,248.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 14,265 shares
    • Essex Bank: 17,443 shares

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

  6. period ended2025-03-31
    13F 35,865 shares
    Change vs previous 13F +3,291 shares

    0.19% of the 13F portfolio, value $3,360,537.

    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.: 18,422 shares
    • Essex Bank: 17,443 shares

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

  7. period ended2024-12-31
    13F 32,574 shares
    Change vs previous 13F -2,126 shares

    0.16% of the 13F portfolio, value $2,961,157.

    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.: 18,134 shares
    • Essex Bank: 14,440 shares

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

  8. period ended2024-09-30
    13F 34,700 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,527,345.

    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.: 18,082 shares
    • Essex Bank: 16,618 shares

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