Skip to content
Disclosery

Essex Financial Services, Inc.: JAAA position timeline

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

Essex Financial Services, Inc. held 11,211 JAAA 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 11,211 shares
    Change vs previous 13F -1,481 shares

    0.03% of the 13F portfolio, value $566,062.

    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 12,692 shares
    Change vs previous 13F -2,149 shares

    0.04% of the 13F portfolio, value $639,304.

    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 14,841 shares
    Change vs previous 13F +2,299 shares

    0.04% of the 13F portfolio, value $750,651.

    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 12,542 shares
    Change vs previous 13F -969 shares

    0.04% of the 13F portfolio, value $636,883.

    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 13,511 shares
    Change vs previous 13F -93 shares

    0.04% of the 13F portfolio, value $685,687.

    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 13,604 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $689,839.

    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).