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Disclosery

Essex Financial Services, Inc.: CP position timeline

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

Essex Financial Services, Inc. held 4,785 CP 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 4,785 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $414,589.

    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 4,785 shares
    Change vs previous 13F +149 shares

    0.02% of the 13F portfolio, value $376,354.

    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 4,636 shares
    Change vs previous 13F -310 shares

    0.02% of the 13F portfolio, value $341,313.

    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 4,946 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $368,404.

    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 4,933 shares
    Change vs previous 13F -3,169 shares

    0.03% of the 13F portfolio, value $391,010.

    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.: 4,933 shares
    • Essex Bank: 0 shares

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

  6. period ended2025-03-31
    13F 8,102 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $568,780.

    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.: 4,993 shares
    • Essex Bank: 3,109 shares

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

  7. period ended2024-12-31
    13F 8,142 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $589,260.

    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.: 5,028 shares
    • Essex Bank: 3,114 shares

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

  8. period ended2024-09-30
    13F 8,099 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $663,328.

    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.: 5,074 shares
    • Essex Bank: 3,025 shares

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