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Disclosery

Essex Financial Services, Inc.: ES position timeline

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

Essex Financial Services, Inc. held 24,428 ES 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 24,428 shares
    Change vs previous 13F +1,486 shares

    0.07% of the 13F portfolio, value $1,765,417.

    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.: 20,910 shares
    • Essex Bank: 3,518 shares

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

  2. period ended2026-03-31
    13F 22,942 shares
    Change vs previous 13F +4,069 shares

    0.07% of the 13F portfolio, value $1,589,449.

    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.: 19,405 shares
    • Essex Bank: 3,537 shares

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

  3. period ended2025-12-31
    13F 18,873 shares
    Change vs previous 13F +275 shares

    0.07% of the 13F portfolio, value $1,270,737.

    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 18,598 shares
    Change vs previous 13F -1,577 shares

    0.08% of the 13F portfolio, value $1,323,066.

    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 20,175 shares
    Change vs previous 13F +841 shares

    0.08% of the 13F portfolio, value $1,283,561.

    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 19,334 shares
    Change vs previous 13F -2,461 shares

    0.09% of the 13F portfolio, value $1,200,827.

    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 21,795 shares
    Change vs previous 13F +876 shares

    0.09% of the 13F portfolio, value $1,251,658.

    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 20,919 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,385,475.

    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).