Skip to content
Disclosery

Essex Financial Services, Inc.: IR position timeline

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

Essex Financial Services, Inc. held 8,901 IR 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 8,901 shares
    Change vs previous 13F +34 shares

    0.03% of the 13F portfolio, value $729,809.

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

    • Essex Financial Services, Inc.: 3,246 shares
    • Essex Bank: 5,655 shares

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

  2. period ended2026-03-31
    13F 8,867 shares
    Change vs previous 13F -1,204 shares

    0.03% of the 13F portfolio, value $710,433.

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

    • Essex Financial Services, Inc.: 3,211 shares
    • Essex Bank: 5,656 shares

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

  3. period ended2025-12-31
    13F 10,071 shares
    Change vs previous 13F +521 shares

    0.04% of the 13F portfolio, value $797,783.

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

    • Essex Financial Services, Inc.: 4,416 shares
    • Essex Bank: 5,655 shares

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

  4. period ended2025-09-30
    13F 9,550 shares
    Change vs previous 13F +861 shares

    0.04% of the 13F portfolio, value $789,058.

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

    • Essex Financial Services, Inc.: 3,771 shares
    • Essex Bank: 5,779 shares

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

  5. period ended2025-06-30
    13F 8,689 shares
    Change vs previous 13F +122 shares

    0.04% of the 13F portfolio, value $722,786.

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

    • Essex Financial Services, Inc.: 2,966 shares
    • Essex Bank: 5,723 shares

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

  6. period ended2025-03-31
    13F 8,567 shares
    Change vs previous 13F +269 shares

    0.04% of the 13F portfolio, value $685,648.

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

    • Essex Financial Services, Inc.: 2,930 shares
    • Essex Bank: 5,637 shares

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

  7. period ended2024-12-31
    13F 8,298 shares
    Change vs previous 13F +550 shares

    0.04% of the 13F portfolio, value $750,670.

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

    • Essex Financial Services, Inc.: 2,688 shares
    • Essex Bank: 5,610 shares

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

  8. period ended2024-09-30
    13F 7,748 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $761,220.

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

    • Essex Financial Services, Inc.: 2,136 shares
    • Essex Bank: 5,612 shares

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