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Disclosery

Essex Financial Services, Inc.: HD position timeline

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

Essex Financial Services, Inc. held 25,714 HD 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 25,714 shares
    Change vs previous 13F +35 shares

    0.37% of the 13F portfolio, value $9,068,797.

    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.: 13,534 shares
    • Essex Bank: 12,180 shares

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

  2. period ended2026-03-31
    13F 25,679 shares
    Change vs previous 13F +99 shares

    0.38% of the 13F portfolio, value $8,445,309.

    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.: 13,512 shares
    • Essex Bank: 12,167 shares

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

  3. period ended2025-12-31
    13F 25,580 shares
    Change vs previous 13F +186 shares

    0.4% of the 13F portfolio, value $8,801,823.

    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.: 13,433 shares
    • Essex Bank: 12,147 shares

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

  4. period ended2025-09-30
    13F 25,394 shares
    Change vs previous 13F -3,652 shares

    0.49% of the 13F portfolio, value $10,289,371.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 12,668 shares
    • Essex Bank: 12,726 shares

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

  5. period ended2025-06-30
    13F 29,046 shares
    Change vs previous 13F -561 shares

    0.55% of the 13F portfolio, value $10,649,157.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,466 shares
    • Essex Bank: 15,580 shares

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

  6. period ended2025-03-31
    13F 29,607 shares
    Change vs previous 13F -895 shares

    0.6% of the 13F portfolio, value $10,850,639.

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

    • Essex Financial Services, Inc.: 12,760 shares
    • Essex Bank: 16,847 shares

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

  7. period ended2024-12-31
    13F 30,502 shares
    Change vs previous 13F -89 shares

    0.65% of the 13F portfolio, value $11,864,822.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 13,788 shares
    • Essex Bank: 16,714 shares

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

  8. period ended2024-09-30
    13F 30,591 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $12,349,254.

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

    • Essex Financial Services, Inc.: 13,904 shares
    • Essex Bank: 16,687 shares

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