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Disclosery

Essex Financial Services, Inc.: KKR position timeline

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

Essex Financial Services, Inc. held 17,668 KKR 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 17,668 shares
    Change vs previous 13F -96 shares

    0.07% of the 13F portfolio, value $1,621,571.

    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.: 14,785 shares
    • Essex Bank: 2,883 shares

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

  2. period ended2026-03-31
    13F 17,764 shares
    Change vs previous 13F -364 shares

    0.07% of the 13F portfolio, value $1,643,165.

    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.: 14,921 shares
    • Essex Bank: 2,843 shares

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

  3. period ended2025-12-31
    13F 18,128 shares
    Change vs previous 13F +332 shares

    0.1% of the 13F portfolio, value $2,310,937.

    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.: 15,317 shares
    • Essex Bank: 2,811 shares

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

  4. period ended2025-09-30
    13F 17,796 shares
    Change vs previous 13F -59 shares

    0.11% of the 13F portfolio, value $2,312,632.

    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.: 14,972 shares
    • Essex Bank: 2,824 shares

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

  5. period ended2025-06-30
    13F 17,855 shares
    Change vs previous 13F -182 shares

    0.12% of the 13F portfolio, value $2,375,184.

    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.: 15,022 shares
    • Essex Bank: 2,833 shares

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

  6. period ended2025-03-31
    13F 18,037 shares
    Change vs previous 13F -769 shares

    0.12% of the 13F portfolio, value $2,085,240.

    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.: 15,020 shares
    • Essex Bank: 3,017 shares

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

  7. period ended2024-12-31
    13F 18,806 shares
    Change vs previous 13F +456 shares

    0.15% of the 13F portfolio, value $2,781,652.

    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.: 16,012 shares
    • Essex Bank: 2,794 shares

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

  8. period ended2024-09-30
    13F 18,350 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,539,650.

    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.: 14,965 shares
    • Essex Bank: 3,385 shares

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