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Disclosery

Essex Financial Services, Inc.: EQT position timeline

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

Essex Financial Services, Inc. held 9,687 EQT 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 9,687 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $515,043.

    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.: 5,785 shares
    • Essex Bank: 3,902 shares

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

  2. period ended2026-03-31
    13F 9,416 shares
    Change vs previous 13F +3,520 shares

    0.03% of the 13F portfolio, value $599,183.

    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.: 5,514 shares
    • Essex Bank: 3,902 shares

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

  3. period ended2025-12-31
    13F 5,896 shares
    Change vs previous 13F -1,603 shares

    0.02% of the 13F portfolio, value $316,014.

    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 7,499 shares
    Change vs previous 13F -3,986 shares

    0.02% of the 13F portfolio, value $408,195.

    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.: 7,499 shares
    • Essex Bank: 0 shares

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

  5. period ended2025-06-30
    13F 11,485 shares
    Change vs previous 13F +3,372 shares

    0.03% of the 13F portfolio, value $669,769.

    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.: 7,838 shares
    • Essex Bank: 3,647 shares

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

  6. period ended2025-03-31
    13F 8,113 shares
    Change vs previous 13F +995 shares

    0.03% of the 13F portfolio, value $433,469.

    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 7,118 shares
    Change vs previous 13F -1,185 shares

    0.02% of the 13F portfolio, value $328,222.

    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 8,303 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $298,656.

    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).