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Disclosery

Essex Financial Services, Inc.: FERG position timeline

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

Essex Financial Services, Inc. held 1,247 FERG 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 1,247 shares
    Change vs previous 13F +234 shares

    0.01% of the 13F portfolio, value $295,986.

    13F-HR 0001951757-26-001201 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).

  2. period ended2026-03-31
    13F 1,013 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $236,324.

    13F-HR 0001951757-26-000732 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).

  3. period ended2025-12-31
    13F 1,010 shares
    Change vs previous 13F -1,086 shares

    0.01% of the 13F portfolio, value $224,856.

    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.: 1,010 shares
    • Essex Bank: 0 shares

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

  4. period ended2025-09-30
    13F 2,096 shares
    Change vs previous 13F -415 shares

    0.02% of the 13F portfolio, value $470,718.

    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.: 1,121 shares
    • Essex Bank: 975 shares

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

  5. period ended2025-06-30
    13F 2,511 shares
    Change vs previous 13F +1,195 shares

    0.03% of the 13F portfolio, value $546,769.

    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.: 1,521 shares
    • Essex Bank: 990 shares

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

  6. period ended2025-03-31
    13F 1,316 shares
    Change vs previous 13F +109 shares

    0.02% of the 13F portfolio, value $210,809.

    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 1,207 shares
    Change vs previous 13F -1,237 shares

    0.01% of the 13F portfolio, value $209,419.

    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.: 1,207 shares
    • Essex Bank: 0 shares

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

  8. period ended2024-09-30
    13F 2,444 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $481,897.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,354 shares
    • Essex Bank: 1,090 shares

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