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Disclosery

Essex Financial Services, Inc.: ICE position timeline

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

Essex Financial Services, Inc. held 1,829 ICE 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 1,829 shares
    Change vs previous 13F -1,464 shares

    0.01% of the 13F portfolio, value $225,182.

    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.: 1,829 shares
    • Essex Bank: 0 shares

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

  2. period ended2026-03-31
    13F 3,293 shares
    Change vs previous 13F -123 shares

    0.02% of the 13F portfolio, value $517,920.

    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.: 1,970 shares
    • Essex Bank: 1,323 shares

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

  3. period ended2025-12-31
    13F 3,416 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $553,249.

    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.: 1,882 shares
    • Essex Bank: 1,534 shares

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

  4. period ended2025-09-30
    13F 3,424 shares
    Change vs previous 13F +460 shares

    0.03% of the 13F portfolio, value $576,914.

    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.: 1,944 shares
    • Essex Bank: 1,480 shares

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

  5. period ended2025-06-30
    13F 2,964 shares
    Change vs previous 13F +68 shares

    0.03% of the 13F portfolio, value $543,723.

    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.: 1,484 shares
    • Essex Bank: 1,480 shares

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

  6. period ended2025-03-31
    13F 2,896 shares
    Change vs previous 13F -411 shares

    0.03% of the 13F portfolio, value $499,483.

    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.: 1,516 shares
    • Essex Bank: 1,380 shares

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

  7. period ended2024-12-31
    13F 3,307 shares
    Change vs previous 13F -30 shares

    0.03% of the 13F portfolio, value $492,703.

    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.: 1,857 shares
    • Essex Bank: 1,450 shares

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

  8. period ended2024-09-30
    13F 3,337 shares
    Share basis changed not comparable

    Membership change: Essex Bank joined the group. 0.03% of the 13F portfolio, value $546,062.

    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.: 1,904 shares
    • Essex Bank: 1,433 shares

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