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Disclosery

Essex Financial Services, Inc.: FDX position timeline

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

Essex Financial Services, Inc. held 3,322 FDX 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 3,322 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $1,040,195.

    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.: 2,277 shares
    • Essex Bank: 1,045 shares

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

  2. period ended2026-03-31
    13F 3,311 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $1,179,339.

    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.: 2,266 shares
    • Essex Bank: 1,045 shares

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

  3. period ended2025-12-31
    13F 3,319 shares
    Change vs previous 13F +118 shares

    0.04% of the 13F portfolio, value $958,602.

    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.: 2,249 shares
    • Essex Bank: 1,070 shares

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

  4. period ended2025-09-30
    13F 3,201 shares
    Change vs previous 13F +668 shares

    0.04% of the 13F portfolio, value $754,833.

    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.: 2,099 shares
    • Essex Bank: 1,102 shares

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

  5. period ended2025-06-30
    13F 2,533 shares
    Change vs previous 13F -30 shares

    0.03% of the 13F portfolio, value $575,708.

    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.: 1,431 shares
    • Essex Bank: 1,102 shares

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

  6. period ended2025-03-31
    13F 2,563 shares
    Change vs previous 13F -43 shares

    0.03% of the 13F portfolio, value $624,850.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,285 shares
    • Essex Bank: 1,278 shares

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

  7. period ended2024-12-31
    13F 2,606 shares
    Change vs previous 13F -228 shares

    0.04% of the 13F portfolio, value $733,227.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,328 shares
    • Essex Bank: 1,278 shares

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

  8. period ended2024-09-30
    13F 2,834 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $770,374.

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

    • Essex Financial Services, Inc.: 1,370 shares
    • Essex Bank: 1,464 shares

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