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Disclosery

Essex Financial Services, Inc.: DEO position timeline

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

Essex Financial Services, Inc. held 0 DEO shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,495 shares

    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.: 0 shares
    • Essex Bank: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,495 shares
    Change vs previous 13F -1,168 shares

    0.02% of the 13F portfolio, value $474,027.

    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.: 3,051 shares
    • Essex Bank: 2,444 shares

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

  3. period ended2025-09-30
    13F 6,663 shares
    Change vs previous 13F +55 shares

    0.03% of the 13F portfolio, value $635,851.

    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.: 4,219 shares
    • Essex Bank: 2,444 shares

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

  4. period ended2025-06-30
    13F 6,608 shares
    Change vs previous 13F +24 shares

    0.03% of the 13F portfolio, value $666,352.

    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.: 4,300 shares
    • Essex Bank: 2,308 shares

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

  5. period ended2025-03-31
    13F 6,584 shares
    Change vs previous 13F -286 shares

    0.04% of the 13F portfolio, value $689,952.

    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.: 4,257 shares
    • Essex Bank: 2,327 shares

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

  6. period ended2024-12-31
    13F 6,870 shares
    Change vs previous 13F -28 shares

    0.05% of the 13F portfolio, value $873,374.

    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.: 4,261 shares
    • Essex Bank: 2,609 shares

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

  7. period ended2024-09-30
    13F 6,898 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $952,199.

    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.: 4,502 shares
    • Essex Bank: 2,396 shares

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