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Disclosery

Essex Financial Services, Inc.: EBC position timeline

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

Essex Financial Services, Inc. held 58,604 EBC 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 58,604 shares
    Change vs previous 13F +195 shares

    0.06% of the 13F portfolio, value $1,303,346.

    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 58,409 shares
    Change vs previous 13F -1,162 shares

    0.06% of the 13F portfolio, value $1,142,488.

    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 59,571 shares
    Change vs previous 13F -4,491 shares

    0.06% of the 13F portfolio, value $1,097,899.

    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 64,062 shares
    Change vs previous 13F -6,257 shares

    0.07% of the 13F portfolio, value $1,162,716.

    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 70,319 shares
    Change vs previous 13F -1,134 shares

    0.07% of the 13F portfolio, value $1,073,772.

    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 71,453 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $1,171,824.

    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 71,477 shares
    Change vs previous 13F -5,751 shares

    0.09% of the 13F portfolio, value $1,232,986.

    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 77,228 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,281,980.

    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).