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Disclosery

Essex Financial Services, Inc.: D position timeline

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

Essex Financial Services, Inc. held 18,119 D 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 18,119 shares
    Change vs previous 13F -547 shares

    0.05% of the 13F portfolio, value $1,237,353.

    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.: 13,750 shares
    • Essex Bank: 4,369 shares

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

  2. period ended2026-03-31
    13F 18,666 shares
    Change vs previous 13F -1,415 shares

    0.05% of the 13F portfolio, value $1,153,883.

    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.: 14,275 shares
    • Essex Bank: 4,391 shares

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

  3. period ended2025-12-31
    13F 20,081 shares
    Change vs previous 13F +120 shares

    0.05% of the 13F portfolio, value $1,176,569.

    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.: 15,690 shares
    • Essex Bank: 4,391 shares

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

  4. period ended2025-09-30
    13F 19,961 shares
    Change vs previous 13F -933 shares

    0.06% of the 13F portfolio, value $1,220,983.

    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.: 14,975 shares
    • Essex Bank: 4,986 shares

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

  5. period ended2025-06-30
    13F 20,894 shares
    Change vs previous 13F -688 shares

    0.06% of the 13F portfolio, value $1,180,904.

    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.: 15,908 shares
    • Essex Bank: 4,986 shares

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

  6. period ended2025-03-31
    13F 21,582 shares
    Change vs previous 13F +708 shares

    0.07% of the 13F portfolio, value $1,210,017.

    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.: 16,100 shares
    • Essex Bank: 5,482 shares

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

  7. period ended2024-12-31
    13F 20,874 shares
    Change vs previous 13F -1,424 shares

    0.06% of the 13F portfolio, value $1,124,261.

    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.: 16,158 shares
    • Essex Bank: 4,716 shares

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

  8. period ended2024-09-30
    13F 22,298 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,327,139.

    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.: 17,593 shares
    • Essex Bank: 4,705 shares

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