Essex Financial Services, Inc.: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on DIS, newest first. How the timeline and the estimate are built.
Essex Financial Services, Inc. held 30,380 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 30,380 sharesChange vs previous 13F -1,204 shares
0.12% of the 13F portfolio, value $2,924,025.
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.: 22,175 shares
- Essex Bank: 8,205 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,584 sharesChange vs previous 13F -809 shares
0.14% of the 13F portfolio, value $3,044,095.
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.: 22,949 shares
- Essex Bank: 8,635 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,393 sharesChange vs previous 13F -158 shares
0.17% of the 13F portfolio, value $3,685,296.
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.: 23,557 shares
- Essex Bank: 8,836 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,551 sharesChange vs previous 13F +256 shares
0.18% of the 13F portfolio, value $3,727,095.
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.: 23,688 shares
- Essex Bank: 8,863 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,295 sharesChange vs previous 13F -4,712 shares
0.21% of the 13F portfolio, value $4,004,887.
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.: 23,575 shares
- Essex Bank: 8,720 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,007 sharesChange vs previous 13F -1,454 shares
0.2% of the 13F portfolio, value $3,652,578.
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.: 27,626 shares
- Essex Bank: 9,381 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 38,461 sharesChange vs previous 13F -1,751 shares
0.24% of the 13F portfolio, value $4,282,675.
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.: 28,721 shares
- Essex Bank: 9,740 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 40,212 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $3,883,414.
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.: 28,155 shares
- Essex Bank: 12,057 shares
Acceptance time not in the bulk data set (spec §4.2).