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Disclosery

Essex Financial Services, Inc.: ITA position timeline

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

Essex Financial Services, Inc. held 7,056 ITA 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 7,056 shares
    Change vs previous 13F -539 shares

    0.09% of the 13F portfolio, value $1,710,415.

    13F-HR 0001951757-26-001201 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).

  2. period ended2026-03-31
    13F 7,595 shares
    Change vs previous 13F +71 shares

    0.09% of the 13F portfolio, value $1,661,490.

    13F-HR 0001951757-26-000732 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).

  3. period ended2025-12-31
    13F 7,524 shares
    Change vs previous 13F +84 shares

    0.09% of the 13F portfolio, value $1,615,418.

    13F-HR 0001951757-26-000399 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).

  4. period ended2025-09-30
    13F 7,440 shares
    Change vs previous 13F +156 shares

    0.09% of the 13F portfolio, value $1,556,939.

    13F-HR 0001951757-25-001347 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).

  5. period ended2025-06-30
    13F 7,284 shares
    Change vs previous 13F +1,073 shares

    0.09% of the 13F portfolio, value $1,373,989.

    13F-HR 0001951757-25-000875 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).

  6. period ended2025-03-31
    13F 6,211 shares
    Change vs previous 13F -369 shares

    0.07% of the 13F portfolio, value $950,860.

    13F-HR 0001951757-25-000454 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).

  7. period ended2024-12-31
    13F 6,580 shares
    Change vs previous 13F +43 shares

    0.07% of the 13F portfolio, value $956,418.

    13F-HR 0001951757-25-000141 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).

  8. period ended2024-09-30
    13F 6,537 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $984,007.

    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).