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Disclosery

Essex Financial Services, Inc.: HELO position timeline

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

Essex Financial Services, Inc. held 9,929 HELO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,929 shares
    Change vs previous 13F +1,007 shares

    0.03% of the 13F portfolio, value $671,010.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,695 shares
    • Essex Bank: 5,234 shares

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

  2. period ended2026-03-31
    13F 8,922 shares
    Change vs previous 13F -4,051 shares

    0.03% of the 13F portfolio, value $570,138.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,688 shares
    • Essex Bank: 5,234 shares

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

  3. period ended2025-12-31
    13F 12,973 shares
    Change vs previous 13F +4,176 shares

    0.04% of the 13F portfolio, value $861,759.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,686 shares
    • Essex Bank: 9,287 shares

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

  4. period ended2025-09-30
    13F 8,797 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $571,805.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    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 8,797 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $550,512.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    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 8,797 shares
    Change vs previous 13F +247 shares

    0.13% of the 13F portfolio, value $525,001.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 8,550 shares
    Change vs previous 13F +4,330 shares

    0.13% of the 13F portfolio, value $530,437.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    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 4,220 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $257,966.

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

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