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Disclosery

Essex Financial Services, Inc.: CODI position timeline

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

Essex Financial Services, Inc. held 1,247,166 CODI 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 1,247,166 shares
    Change vs previous 13F -2,364 shares

    0.66% of the 13F portfolio, value $13,294,785.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    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 1,249,530 shares
    Change vs previous 13F -4,778 shares

    0.55% of the 13F portfolio, value $9,821,302.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    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 1,254,308 shares
    Change vs previous 13F -7,928 shares

    0.34% of the 13F portfolio, value $6,020,676.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    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 1,262,236 shares
    Change vs previous 13F -10,182 shares

    0.5% of the 13F portfolio, value $8,355,999.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    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 1,272,418 shares
    Change vs previous 13F -27,372 shares

    0.52% of the 13F portfolio, value $7,990,782.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    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 1,299,790 shares
    Change vs previous 13F -5,755 shares

    1.75% of the 13F portfolio, value $24,267,073.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    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 1,305,545 shares
    Change vs previous 13F +3,371 shares

    2.13% of the 13F portfolio, value $30,131,980.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,302,174 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $27,371,852.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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