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Disclosery

Essex Financial Services, Inc.: CRM position timeline

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

Essex Financial Services, Inc. held 5,791 CRM 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 5,791 shares
    Change vs previous 13F -3,659 shares

    0.04% of the 13F portfolio, value $907,235.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,201 shares
    • Essex Bank: 3,590 shares

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

  2. period ended2026-03-31
    13F 9,450 shares
    Change vs previous 13F -305 shares

    0.08% of the 13F portfolio, value $1,763,952.

    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.: 5,210 shares
    • Essex Bank: 4,240 shares

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

  3. period ended2025-12-31
    13F 9,755 shares
    Change vs previous 13F -242 shares

    0.12% of the 13F portfolio, value $2,584,277.

    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.: 5,430 shares
    • Essex Bank: 4,325 shares

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

  4. period ended2025-09-30
    13F 9,997 shares
    Change vs previous 13F +2,050 shares

    0.11% of the 13F portfolio, value $2,369,245.

    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.: 5,464 shares
    • Essex Bank: 4,533 shares

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

  5. period ended2025-06-30
    13F 7,947 shares
    Change vs previous 13F -62 shares

    0.11% of the 13F portfolio, value $2,167,182.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,198 shares
    • Essex Bank: 4,749 shares

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

  6. period ended2025-03-31
    13F 8,009 shares
    Change vs previous 13F +76 shares

    0.12% of the 13F portfolio, value $2,149,257.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,130 shares
    • Essex Bank: 4,879 shares

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

  7. period ended2024-12-31
    13F 7,933 shares
    Change vs previous 13F +114 shares

    0.15% of the 13F portfolio, value $2,652,134.

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

    • Essex Financial Services, Inc.: 3,358 shares
    • Essex Bank: 4,575 shares

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

  8. period ended2024-09-30
    13F 7,819 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,188,001.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,268 shares
    • Essex Bank: 4,551 shares

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