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Disclosery

Essex Financial Services, Inc.: META position timeline

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

Essex Financial Services, Inc. held 21,240 META 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 21,240 shares
    Change vs previous 13F +127 shares

    0.48% of the 13F portfolio, value $11,964,293.

    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.: 16,186 shares
    • Essex Bank: 5,054 shares

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

  2. period ended2026-03-31
    13F 21,113 shares
    Change vs previous 13F +306 shares

    0.54% of the 13F portfolio, value $12,079,367.

    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.: 15,965 shares
    • Essex Bank: 5,148 shares

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

  3. period ended2025-12-31
    13F 20,807 shares
    Change vs previous 13F +85 shares

    0.62% of the 13F portfolio, value $13,734,301.

    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.: 15,387 shares
    • Essex Bank: 5,420 shares

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

  4. period ended2025-09-30
    13F 20,722 shares
    Change vs previous 13F -1,025 shares

    0.72% of the 13F portfolio, value $15,217,519.

    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.: 15,729 shares
    • Essex Bank: 4,993 shares

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

  5. period ended2025-06-30
    13F 21,747 shares
    Change vs previous 13F +1,256 shares

    0.83% of the 13F portfolio, value $16,051,363.

    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.: 16,504 shares
    • Essex Bank: 5,243 shares

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

  6. period ended2025-03-31
    13F 20,491 shares
    Change vs previous 13F -1,717 shares

    0.66% of the 13F portfolio, value $11,810,003.

    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.: 15,292 shares
    • Essex Bank: 5,199 shares

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

  7. period ended2024-12-31
    13F 22,208 shares
    Change vs previous 13F +1,461 shares

    0.71% of the 13F portfolio, value $13,002,980.

    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.: 17,132 shares
    • Essex Bank: 5,076 shares

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

  8. period ended2024-09-30
    13F 20,747 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $12,025,337.

    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.: 15,563 shares
    • Essex Bank: 5,184 shares

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