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Disclosery

Essex Financial Services, Inc.: ISRG position timeline

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

Essex Financial Services, Inc. held 2,364 ISRG 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 2,364 shares
    Change vs previous 13F +61 shares

    0.04% of the 13F portfolio, value $940,105.

    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.: 1,803 shares
    • Essex Bank: 561 shares

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

  2. period ended2026-03-31
    13F 2,303 shares
    Change vs previous 13F +23 shares

    0.05% of the 13F portfolio, value $1,061,647.

    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.: 1,615 shares
    • Essex Bank: 688 shares

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

  3. period ended2025-12-31
    13F 2,280 shares
    Change vs previous 13F -46 shares

    0.06% of the 13F portfolio, value $1,291,288.

    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.: 1,602 shares
    • Essex Bank: 678 shares

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

  4. period ended2025-09-30
    13F 2,326 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $1,040,245.

    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.: 1,643 shares
    • Essex Bank: 683 shares

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

  5. period ended2025-06-30
    13F 2,304 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $1,252,005.

    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.: 1,613 shares
    • Essex Bank: 691 shares

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

  6. period ended2025-03-31
    13F 2,292 shares
    Change vs previous 13F -160 shares

    0.06% of the 13F portfolio, value $1,135,147.

    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.: 1,605 shares
    • Essex Bank: 687 shares

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

  7. period ended2024-12-31
    13F 2,452 shares
    Change vs previous 13F +74 shares

    0.07% of the 13F portfolio, value $1,279,834.

    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.: 1,792 shares
    • Essex Bank: 660 shares

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

  8. period ended2024-09-30
    13F 2,378 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,216,535.

    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.: 1,841 shares
    • Essex Bank: 537 shares

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