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Disclosery

Essex Financial Services, Inc.: CMS position timeline

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

Essex Financial Services, Inc. held 3,269 CMS 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 3,269 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $250,076.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    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 3,268 shares
    Change vs previous 13F -5 shares

    0.06% of the 13F portfolio, value $253,524.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    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 3,273 shares
    Change vs previous 13F -210 shares

    0.05% of the 13F portfolio, value $228,875.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    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 3,483 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $255,158.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    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 3,461 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $239,771.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    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 3,459 shares
    Change vs previous 13F -49 shares

    0.06% of the 13F portfolio, value $259,798.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 3,508 shares
    Change vs previous 13F -3,598 shares

    0.06% of the 13F portfolio, value $233,802.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 0 shares
    • Essex Bank: 3,508 shares

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

  8. period ended2024-09-30
    13F 7,106 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $503,321.

    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.: 3,567 shares
    • Essex Bank: 3,539 shares

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