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Disclosery

Essex Financial Services, Inc.: MAR position timeline

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

Essex Financial Services, Inc. held 4,204 MAR 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 4,204 shares
    Change vs previous 13F -118 shares

    0.06% of the 13F portfolio, value $1,558,104.

    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.: 3,037 shares
    • Essex Bank: 1,167 shares

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

  2. period ended2026-03-31
    13F 4,322 shares
    Change vs previous 13F +202 shares

    0.06% of the 13F portfolio, value $1,413,698.

    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.: 3,150 shares
    • Essex Bank: 1,172 shares

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

  3. period ended2025-12-31
    13F 4,120 shares
    Change vs previous 13F -702 shares

    0.06% of the 13F portfolio, value $1,278,176.

    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.: 2,929 shares
    • Essex Bank: 1,191 shares

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

  4. period ended2025-09-30
    13F 4,822 shares
    Change vs previous 13F +266 shares

    0.06% of the 13F portfolio, value $1,255,840.

    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.: 3,522 shares
    • Essex Bank: 1,300 shares

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

  5. period ended2025-06-30
    13F 4,556 shares
    Change vs previous 13F +145 shares

    0.06% of the 13F portfolio, value $1,244,731.

    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.: 3,256 shares
    • Essex Bank: 1,300 shares

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

  6. period ended2025-03-31
    13F 4,411 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $1,050,699.

    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.: 3,104 shares
    • Essex Bank: 1,307 shares

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

  7. period ended2024-12-31
    13F 4,391 shares
    Change vs previous 13F +30 shares

    0.07% of the 13F portfolio, value $1,224,823.

    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.: 3,004 shares
    • Essex Bank: 1,387 shares

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

  8. period ended2024-09-30
    13F 4,361 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,134,253.

    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.: 2,965 shares
    • Essex Bank: 1,396 shares

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