Skip to content
Disclosery

Essex Financial Services, Inc.: DOW position timeline

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

Essex Financial Services, Inc. held 13,038 DOW 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 13,038 shares
    Change vs previous 13F +51 shares

    0.02% of the 13F portfolio, value $356,720.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 12,987 shares
    Change vs previous 13F +3,350 shares

    0.03% of the 13F portfolio, value $540,927.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,637 shares
    Change vs previous 13F +9,637 shares

    0.01% of the 13F portfolio, value $225,302.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -12,170 shares

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

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

  5. period ended2025-06-30
    13F 12,170 shares
    Change vs previous 13F -12,982 shares

    0.02% of the 13F portfolio, value $322,251.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,152 shares
    Change vs previous 13F -6,956 shares

    0.06% of the 13F portfolio, value $878,325.

    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.: 25,152 shares
    • Essex Bank: 0 shares

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

  7. period ended2024-12-31
    13F 32,108 shares
    Change vs previous 13F -1,086 shares

    0.07% of the 13F portfolio, value $1,288,479.

    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.: 27,005 shares
    • Essex Bank: 5,103 shares

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

  8. period ended2024-09-30
    13F 33,194 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,742,899.

    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.: 27,529 shares
    • Essex Bank: 5,665 shares

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