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Disclosery

Essex Financial Services, Inc.: CVS position timeline

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

Essex Financial Services, Inc. held 39,367 CVS 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 39,367 shares
    Change vs previous 13F +2,373 shares

    0.16% of the 13F portfolio, value $4,072,536.

    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.: 23,774 shares
    • Essex Bank: 15,593 shares

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

  2. period ended2026-03-31
    13F 36,994 shares
    Change vs previous 13F +1,306 shares

    0.12% of the 13F portfolio, value $2,656,741.

    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.: 21,384 shares
    • Essex Bank: 15,610 shares

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

  3. period ended2025-12-31
    13F 35,688 shares
    Change vs previous 13F +920 shares

    0.13% of the 13F portfolio, value $2,832,157.

    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.: 19,995 shares
    • Essex Bank: 15,693 shares

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

  4. period ended2025-09-30
    13F 34,768 shares
    Change vs previous 13F -753 shares

    0.12% of the 13F portfolio, value $2,620,951.

    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.: 18,091 shares
    • Essex Bank: 16,677 shares

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

  5. period ended2025-06-30
    13F 35,521 shares
    Change vs previous 13F -2,447 shares

    0.13% of the 13F portfolio, value $2,450,037.

    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.: 18,984 shares
    • Essex Bank: 16,537 shares

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

  6. period ended2025-03-31
    13F 37,968 shares
    Change vs previous 13F +280 shares

    0.14% of the 13F portfolio, value $2,572,329.

    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.: 20,705 shares
    • Essex Bank: 17,263 shares

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

  7. period ended2024-12-31
    13F 37,688 shares
    Change vs previous 13F -2,051 shares

    0.09% of the 13F portfolio, value $1,691,643.

    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.: 20,539 shares
    • Essex Bank: 17,149 shares

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

  8. period ended2024-09-30
    13F 39,739 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,369,890.

    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.: 21,408 shares
    • Essex Bank: 18,331 shares

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