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Disclosery

Essex Financial Services, Inc.: GS position timeline

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

Essex Financial Services, Inc. held 6,383 GS 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 6,383 shares
    Change vs previous 13F -305 shares

    0.26% of the 13F portfolio, value $6,455,855.

    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.: 4,454 shares
    • Essex Bank: 1,929 shares

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

  2. period ended2026-03-31
    13F 6,688 shares
    Change vs previous 13F -112 shares

    0.25% of the 13F portfolio, value $5,657,728.

    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.: 4,623 shares
    • Essex Bank: 2,065 shares

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

  3. period ended2025-12-31
    13F 6,800 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $5,976,924.

    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.: 4,580 shares
    • Essex Bank: 2,220 shares

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

  4. period ended2025-09-30
    13F 6,798 shares
    Change vs previous 13F -90 shares

    0.26% of the 13F portfolio, value $5,413,349.

    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.: 4,656 shares
    • Essex Bank: 2,142 shares

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

  5. period ended2025-06-30
    13F 6,888 shares
    Change vs previous 13F +318 shares

    0.25% of the 13F portfolio, value $4,874,624.

    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.: 4,670 shares
    • Essex Bank: 2,218 shares

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

  6. period ended2025-03-31
    13F 6,570 shares
    Change vs previous 13F +263 shares

    0.2% of the 13F portfolio, value $3,588,988.

    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.: 4,385 shares
    • Essex Bank: 2,185 shares

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

  7. period ended2024-12-31
    13F 6,307 shares
    Change vs previous 13F -4 shares

    0.2% of the 13F portfolio, value $3,611,696.

    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.: 4,310 shares
    • Essex Bank: 1,997 shares

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

  8. period ended2024-09-30
    13F 6,311 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,224,906.

    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.: 4,320 shares
    • Essex Bank: 1,991 shares

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