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Disclosery

Essex Financial Services, Inc.: CMI position timeline

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

Essex Financial Services, Inc. held 10,355 CMI 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 10,355 shares
    Change vs previous 13F -319 shares

    0.3% of the 13F portfolio, value $7,385,248.

    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.: 6,094 shares
    • Essex Bank: 4,261 shares

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

  2. period ended2026-03-31
    13F 10,674 shares
    Change vs previous 13F -1 shares

    0.26% of the 13F portfolio, value $5,743,056.

    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.: 6,399 shares
    • Essex Bank: 4,275 shares

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

  3. period ended2025-12-31
    13F 10,675 shares
    Change vs previous 13F -22 shares

    0.25% of the 13F portfolio, value $5,449,171.

    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.: 6,400 shares
    • Essex Bank: 4,275 shares

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

  4. period ended2025-09-30
    13F 10,697 shares
    Change vs previous 13F +155 shares

    0.21% of the 13F portfolio, value $4,518,149.

    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.: 6,408 shares
    • Essex Bank: 4,289 shares

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

  5. period ended2025-06-30
    13F 10,542 shares
    Change vs previous 13F -17 shares

    0.18% of the 13F portfolio, value $3,452,636.

    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.: 6,254 shares
    • Essex Bank: 4,288 shares

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

  6. period ended2025-03-31
    13F 10,559 shares
    Change vs previous 13F +776 shares

    0.18% of the 13F portfolio, value $3,309,501.

    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.: 6,271 shares
    • Essex Bank: 4,288 shares

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

  7. period ended2024-12-31
    13F 9,783 shares
    Change vs previous 13F +310 shares

    0.19% of the 13F portfolio, value $3,410,233.

    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.: 6,475 shares
    • Essex Bank: 3,308 shares

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

  8. period ended2024-09-30
    13F 9,473 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,109,787.

    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.: 6,186 shares
    • Essex Bank: 3,287 shares

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