Skip to content
Disclosery

Essex Financial Services, Inc.: DTE position timeline

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

Essex Financial Services, Inc. held 3,477 DTE 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 3,477 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $529,851.

    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.: 2,092 shares
    • Essex Bank: 1,385 shares

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

  2. period ended2026-03-31
    13F 3,381 shares
    Change vs previous 13F +725 shares

    0.02% of the 13F portfolio, value $494,356.

    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.: 1,996 shares
    • Essex Bank: 1,385 shares

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

  3. period ended2025-12-31
    13F 2,656 shares
    Change vs previous 13F -975 shares

    0.02% of the 13F portfolio, value $342,526.

    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 3,631 shares
    Change vs previous 13F +690 shares

    0.03% of the 13F portfolio, value $513,521.

    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).

  5. period ended2025-06-30
    13F 2,941 shares
    Change vs previous 13F +1,270 shares

    0.03% of the 13F portfolio, value $389,602.

    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 1,671 shares
    Change vs previous 13F -710 shares

    0.02% of the 13F portfolio, value $231,055.

    13F-HR 0001951757-25-000454 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).

  7. period ended2024-12-31
    13F 2,381 shares
    Change vs previous 13F +38 shares

    0.02% of the 13F portfolio, value $287,479.

    13F-HR 0001951757-25-000141 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).

  8. period ended2024-09-30
    13F 2,343 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $300,416.

    13F-HR 0001951757-24-001121 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).