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Disclosery

Essex Financial Services, Inc.: DE position timeline

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

Essex Financial Services, Inc. held 13,264 DE 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 13,264 shares
    Change vs previous 13F +215 shares

    0.34% of the 13F portfolio, value $8,413,773.

    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.: 7,960 shares
    • Essex Bank: 5,304 shares

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

  2. period ended2026-03-31
    13F 13,049 shares
    Change vs previous 13F -349 shares

    0.33% of the 13F portfolio, value $7,350,448.

    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.: 7,738 shares
    • Essex Bank: 5,311 shares

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

  3. period ended2025-12-31
    13F 13,398 shares
    Change vs previous 13F +83 shares

    0.28% of the 13F portfolio, value $6,237,530.

    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.: 8,081 shares
    • Essex Bank: 5,317 shares

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

  4. period ended2025-09-30
    13F 13,315 shares
    Change vs previous 13F +334 shares

    0.29% of the 13F portfolio, value $6,088,599.

    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.: 8,001 shares
    • Essex Bank: 5,314 shares

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

  5. period ended2025-06-30
    13F 12,981 shares
    Change vs previous 13F +116 shares

    0.34% of the 13F portfolio, value $6,600,881.

    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.: 7,666 shares
    • Essex Bank: 5,315 shares

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

  6. period ended2025-03-31
    13F 12,865 shares
    Change vs previous 13F -167 shares

    0.34% of the 13F portfolio, value $6,037,981.

    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.: 7,550 shares
    • Essex Bank: 5,315 shares

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

  7. period ended2024-12-31
    13F 13,032 shares
    Change vs previous 13F +710 shares

    0.3% of the 13F portfolio, value $5,521,795.

    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.: 7,702 shares
    • Essex Bank: 5,330 shares

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

  8. period ended2024-09-30
    13F 12,322 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,069,296.

    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.: 6,851 shares
    • Essex Bank: 5,471 shares

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