Skip to content
Disclosery

Essex Financial Services, Inc.: EFA position timeline

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

Essex Financial Services, Inc. held 17,285 EFA 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 17,285 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $1,795,532.

    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.: 8,937 shares
    • Essex Bank: 8,348 shares

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

  2. period ended2026-03-31
    13F 17,360 shares
    Change vs previous 13F +633 shares

    0.08% of the 13F portfolio, value $1,686,200.

    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.: 8,941 shares
    • Essex Bank: 8,419 shares

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

  3. period ended2025-12-31
    13F 16,727 shares
    Change vs previous 13F +1,088 shares

    0.07% of the 13F portfolio, value $1,606,252.

    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.: 8,611 shares
    • Essex Bank: 8,116 shares

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

  4. period ended2025-09-30
    13F 15,639 shares
    Change vs previous 13F -1,981 shares

    0.07% of the 13F portfolio, value $1,460,211.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,677 shares
    • Essex Bank: 7,962 shares

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

  5. period ended2025-06-30
    13F 17,620 shares
    Change vs previous 13F +1,554 shares

    0.08% of the 13F portfolio, value $1,575,051.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,658 shares
    • Essex Bank: 9,962 shares

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

  6. period ended2025-03-31
    13F 16,066 shares
    Change vs previous 13F +1,072 shares

    0.07% of the 13F portfolio, value $1,312,969.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,037 shares
    • Essex Bank: 10,029 shares

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

  7. period ended2024-12-31
    13F 14,994 shares
    Change vs previous 13F -155 shares

    0.06% of the 13F portfolio, value $1,133,671.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,404 shares
    • Essex Bank: 10,590 shares

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

  8. period ended2024-09-30
    13F 15,149 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,253,403.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,338 shares
    • Essex Bank: 10,811 shares

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