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Disclosery

Essex Financial Services, Inc.: COST position timeline

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

Essex Financial Services, Inc. held 6,362 COST 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 6,362 shares
    Change vs previous 13F -97 shares

    0.24% of the 13F portfolio, value $5,951,824.

    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.: 4,509 shares
    • Essex Bank: 1,853 shares

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

  2. period ended2026-03-31
    13F 6,459 shares
    Change vs previous 13F +211 shares

    0.29% of the 13F portfolio, value $6,435,976.

    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.: 4,658 shares
    • Essex Bank: 1,801 shares

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

  3. period ended2025-12-31
    13F 6,248 shares
    Change vs previous 13F +21 shares

    0.24% of the 13F portfolio, value $5,387,789.

    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.: 4,449 shares
    • Essex Bank: 1,799 shares

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

  4. period ended2025-09-30
    13F 6,227 shares
    Change vs previous 13F -196 shares

    0.27% of the 13F portfolio, value $5,763,505.

    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.: 4,415 shares
    • Essex Bank: 1,812 shares

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

  5. period ended2025-06-30
    13F 6,423 shares
    Change vs previous 13F +185 shares

    0.33% of the 13F portfolio, value $6,358,224.

    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.: 4,614 shares
    • Essex Bank: 1,809 shares

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

  6. period ended2025-03-31
    13F 6,238 shares
    Change vs previous 13F -181 shares

    0.33% of the 13F portfolio, value $5,900,205.

    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.: 4,422 shares
    • Essex Bank: 1,816 shares

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

  7. period ended2024-12-31
    13F 6,419 shares
    Change vs previous 13F +221 shares

    0.32% of the 13F portfolio, value $5,881,823.

    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.: 4,582 shares
    • Essex Bank: 1,837 shares

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

  8. period ended2024-09-30
    13F 6,198 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,525,212.

    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.: 4,337 shares
    • Essex Bank: 1,861 shares

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