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Disclosery

Essex Financial Services, Inc.: LH position timeline

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

Essex Financial Services, Inc. held 3,359 LH 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 3,359 shares
    Change vs previous 13F -241 shares

    0.04% of the 13F portfolio, value $940,531.

    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.: 2,248 shares
    • Essex Bank: 1,111 shares

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

  2. period ended2026-03-31
    13F 3,600 shares
    Change vs previous 13F -280 shares

    0.04% of the 13F portfolio, value $960,477.

    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.: 2,489 shares
    • Essex Bank: 1,111 shares

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

  3. period ended2025-12-31
    13F 3,880 shares
    Change vs previous 13F +196 shares

    0.04% of the 13F portfolio, value $973,353.

    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.: 2,737 shares
    • Essex Bank: 1,143 shares

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

  4. period ended2025-09-30
    13F 3,684 shares
    Change vs previous 13F +56 shares

    0.05% of the 13F portfolio, value $1,057,403.

    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.: 2,459 shares
    • Essex Bank: 1,225 shares

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

  5. period ended2025-06-30
    13F 3,628 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $952,508.

    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.: 2,372 shares
    • Essex Bank: 1,256 shares

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

  6. period ended2025-03-31
    13F 3,620 shares
    Change vs previous 13F -45 shares

    0.05% of the 13F portfolio, value $842,592.

    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.: 2,364 shares
    • Essex Bank: 1,256 shares

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

  7. period ended2024-12-31
    13F 3,665 shares
    Change vs previous 13F -91 shares

    0.05% of the 13F portfolio, value $840,495.

    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.: 2,409 shares
    • Essex Bank: 1,256 shares

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

  8. period ended2024-09-30
    13F 3,756 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $832,307.

    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.: 2,514 shares
    • Essex Bank: 1,242 shares

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