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Disclosery

Essex Financial Services, Inc.: ISTB position timeline

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

Essex Financial Services, Inc. held 46,054 ISTB 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 46,054 shares
    Change vs previous 13F +18,655 shares

    0.09% of the 13F portfolio, value $2,222,112.

    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.: 23,829 shares
    • Essex Bank: 22,225 shares

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

  2. period ended2026-03-31
    13F 27,399 shares
    Change vs previous 13F +579 shares

    0.06% of the 13F portfolio, value $1,327,701.

    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.: 21,929 shares
    • Essex Bank: 5,470 shares

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

  3. period ended2025-12-31
    13F 26,820 shares
    Change vs previous 13F +267 shares

    0.06% of the 13F portfolio, value $1,307,474.

    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.: 21,350 shares
    • Essex Bank: 5,470 shares

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

  4. period ended2025-09-30
    13F 26,553 shares
    Change vs previous 13F -885 shares

    0.06% of the 13F portfolio, value $1,296,847.

    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.: 21,083 shares
    • Essex Bank: 5,470 shares

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

  5. period ended2025-06-30
    13F 27,438 shares
    Change vs previous 13F +641 shares

    0.07% of the 13F portfolio, value $1,334,833.

    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.: 21,968 shares
    • Essex Bank: 5,470 shares

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

  6. period ended2025-03-31
    13F 26,797 shares
    Change vs previous 13F -3,943 shares

    0.07% of the 13F portfolio, value $1,295,578.

    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.: 21,327 shares
    • Essex Bank: 5,470 shares

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

  7. period ended2024-12-31
    13F 30,740 shares
    Change vs previous 13F -3,553 shares

    0.08% of the 13F portfolio, value $1,468,448.

    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.: 25,270 shares
    • Essex Bank: 5,470 shares

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

  8. period ended2024-09-30
    13F 34,293 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,651,208.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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