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Disclosery

Essex Financial Services, Inc.: KLAC position timeline

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

Essex Financial Services, Inc. held 6,034 KLAC 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 6,034 shares
    Change vs previous 13F +5,419 shares

    0.07% of the 13F portfolio, value $1,820,383.

    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.: 3,792 shares
    • Essex Bank: 2,242 shares

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

  2. period ended2026-03-31
    13F 615 shares
    Change vs previous 13F -121 shares

    0.04% of the 13F portfolio, value $905,184.

    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.: 393 shares
    • Essex Bank: 222 shares

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

  3. period ended2025-12-31
    13F 736 shares
    Change vs previous 13F +99 shares

    0.04% of the 13F portfolio, value $894,857.

    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.: 509 shares
    • Essex Bank: 227 shares

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

  4. period ended2025-09-30
    13F 637 shares
    Change vs previous 13F +61 shares

    0.03% of the 13F portfolio, value $687,274.

    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.: 398 shares
    • Essex Bank: 239 shares

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

  5. period ended2025-06-30
    13F 576 shares
    Change vs previous 13F +576 shares

    0.03% of the 13F portfolio, value $515,786.

    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.: 336 shares
    • Essex Bank: 240 shares

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.