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Disclosery

Essex Financial Services, Inc.: IRM position timeline

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

Essex Financial Services, Inc. held 10,719 IRM 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 10,719 shares
    Change vs previous 13F +118 shares

    0.05% of the 13F portfolio, value $1,353,940.

    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.: 6,272 shares
    • Essex Bank: 4,447 shares

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

  2. period ended2026-03-31
    13F 10,601 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $1,082,772.

    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.: 6,170 shares
    • Essex Bank: 4,431 shares

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

  3. period ended2025-12-31
    13F 10,603 shares
    Change vs previous 13F -1,739 shares

    0.04% of the 13F portfolio, value $879,473.

    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.: 6,108 shares
    • Essex Bank: 4,495 shares

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

  4. period ended2025-09-30
    13F 12,342 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $1,258,091.

    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.: 7,847 shares
    • Essex Bank: 4,495 shares

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

  5. period ended2025-06-30
    13F 12,357 shares
    Change vs previous 13F +26 shares

    0.07% of the 13F portfolio, value $1,267,447.

    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.: 7,862 shares
    • Essex Bank: 4,495 shares

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

  6. period ended2025-03-31
    13F 12,331 shares
    Change vs previous 13F -157 shares

    0.06% of the 13F portfolio, value $1,060,921.

    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.: 7,836 shares
    • Essex Bank: 4,495 shares

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

  7. period ended2024-12-31
    13F 12,488 shares
    Change vs previous 13F -1,215 shares

    0.07% of the 13F portfolio, value $1,312,646.

    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.: 7,843 shares
    • Essex Bank: 4,645 shares

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

  8. period ended2024-09-30
    13F 13,703 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,667,901.

    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.: 7,844 shares
    • Essex Bank: 5,859 shares

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