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Disclosery

Essex Financial Services, Inc.: FHLC position timeline

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

Essex Financial Services, Inc. held 11,638 FHLC 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 11,638 shares
    Change vs previous 13F +2,240 shares

    0.04% of the 13F portfolio, value $899,016.

    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 9,398 shares
    Change vs previous 13F +301 shares

    0.04% of the 13F portfolio, value $661,226.

    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 9,097 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $675,707.

    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 9,097 shares
    Change vs previous 13F +1,250 shares

    0.04% of the 13F portfolio, value $608,300.

    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 7,847 shares
    Change vs previous 13F -841 shares

    0.03% of the 13F portfolio, value $501,800.

    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 8,688 shares
    Change vs previous 13F +4,046 shares

    0.04% of the 13F portfolio, value $593,551.

    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 4,642 shares
    Change vs previous 13F -836 shares

    0.02% of the 13F portfolio, value $303,339.

    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 5,478 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $392,010.

    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).