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Disclosery

Essex Financial Services, Inc.: IBM position timeline

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

Essex Financial Services, Inc. held 41,355 IBM 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 41,355 shares
    Change vs previous 13F +1,252 shares

    0.47% of the 13F portfolio, value $11,629,432.

    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.: 35,032 shares
    • Essex Bank: 6,323 shares

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

  2. period ended2026-03-31
    13F 40,103 shares
    Change vs previous 13F -463 shares

    0.44% of the 13F portfolio, value $9,720,443.

    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.: 33,663 shares
    • Essex Bank: 6,440 shares

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

  3. period ended2025-12-31
    13F 40,566 shares
    Change vs previous 13F +219 shares

    0.54% of the 13F portfolio, value $12,015,975.

    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.: 33,522 shares
    • Essex Bank: 7,044 shares

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

  4. period ended2025-09-30
    13F 40,347 shares
    Change vs previous 13F -2,066 shares

    0.54% of the 13F portfolio, value $11,384,350.

    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.: 33,238 shares
    • Essex Bank: 7,109 shares

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

  5. period ended2025-06-30
    13F 42,413 shares
    Change vs previous 13F +4,267 shares

    0.64% of the 13F portfolio, value $12,502,362.

    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.: 34,377 shares
    • Essex Bank: 8,036 shares

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

  6. period ended2025-03-31
    13F 38,146 shares
    Change vs previous 13F -3,993 shares

    0.53% of the 13F portfolio, value $9,485,314.

    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.: 30,141 shares
    • Essex Bank: 8,005 shares

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

  7. period ended2024-12-31
    13F 42,139 shares
    Change vs previous 13F -1,671 shares

    0.51% of the 13F portfolio, value $9,263,448.

    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.: 34,179 shares
    • Essex Bank: 7,960 shares

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

  8. period ended2024-09-30
    13F 43,810 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $10,084,836.

    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.: 35,779 shares
    • Essex Bank: 8,031 shares

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