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Disclosery

Essex Financial Services, Inc.: EXC position timeline

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

Essex Financial Services, Inc. held 14,558 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,558 shares
    Change vs previous 13F -1,360 shares

    0.03% of the 13F portfolio, value $678,620.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,061 shares
    • Essex Bank: 7,497 shares

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

  2. period ended2026-03-31
    13F 15,918 shares
    Change vs previous 13F -2,358 shares

    0.03% of the 13F portfolio, value $780,317.

    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.: 8,222 shares
    • Essex Bank: 7,696 shares

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

  3. period ended2025-12-31
    13F 18,276 shares
    Change vs previous 13F +1,717 shares

    0.04% of the 13F portfolio, value $796,657.

    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.: 10,574 shares
    • Essex Bank: 7,702 shares

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

  4. period ended2025-09-30
    13F 16,559 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $745,254.

    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.: 8,857 shares
    • Essex Bank: 7,702 shares

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

  5. period ended2025-06-30
    13F 16,566 shares
    Change vs previous 13F +3,190 shares

    0.04% of the 13F portfolio, value $719,230.

    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.: 8,833 shares
    • Essex Bank: 7,733 shares

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

  6. period ended2025-03-31
    13F 13,376 shares
    Change vs previous 13F +5,613 shares

    0.03% of the 13F portfolio, value $616,295.

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

    • Essex Financial Services, Inc.: 5,643 shares
    • Essex Bank: 7,733 shares

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

  7. period ended2024-12-31
    13F 7,763 shares
    Change vs previous 13F +45 shares

    0.07% of the 13F portfolio, value $292,119.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    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 7,718 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $312,885.

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

    • Essex Financial Services, Inc.: 0 shares
    • Essex Bank: 7,718 shares

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