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Disclosery

Essex Financial Services, Inc.: JCI position timeline

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

Essex Financial Services, Inc. held 6,234 JCI 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 6,234 shares
    Change vs previous 13F -35 shares

    0.05% of the 13F portfolio, value $910,884.

    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 6,269 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $820,897.

    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 6,242 shares
    Change vs previous 13F -289 shares

    0.04% of the 13F portfolio, value $747,467.

    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 6,531 shares
    Change vs previous 13F +310 shares

    0.04% of the 13F portfolio, value $718,041.

    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 6,221 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $657,038.

    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 6,214 shares
    Change vs previous 13F +441 shares

    0.04% of the 13F portfolio, value $497,835.

    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 5,773 shares
    Change vs previous 13F -272 shares

    0.03% of the 13F portfolio, value $455,699.

    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 6,045 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $463,324.

    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).