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Disclosery

Essex Financial Services, Inc.: LB position timeline

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

Essex Financial Services, Inc. held 18,912 LB 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 18,912 shares
    Change vs previous 13F -1,431 shares

    0.07% of the 13F portfolio, value $1,498,615.

    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 20,343 shares
    Change vs previous 13F +1,261 shares

    0.08% of the 13F portfolio, value $1,404,651.

    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 19,082 shares
    Change vs previous 13F +778 shares

    0.05% of the 13F portfolio, value $934,815.

    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 18,304 shares
    Change vs previous 13F +7,178 shares

    0.06% of the 13F portfolio, value $976,515.

    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 11,126 shares
    Change vs previous 13F +4,670 shares

    0.05% of the 13F portfolio, value $751,916.

    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 6,456 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $464,437.

    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).