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Disclosery

Essex Financial Services, Inc.: O position timeline

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

Essex Financial Services, Inc. held 37,983 O 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 37,983 shares
    Change vs previous 13F -185 shares

    0.1% of the 13F portfolio, value $2,353,395.

    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.: 32,748 shares
    • Essex Bank: 5,235 shares

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

  2. period ended2026-03-31
    13F 38,168 shares
    Change vs previous 13F +1,085 shares

    0.1% of the 13F portfolio, value $2,335,139.

    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.: 32,919 shares
    • Essex Bank: 5,249 shares

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

  3. period ended2025-12-31
    13F 37,083 shares
    Change vs previous 13F +2,447 shares

    0.09% of the 13F portfolio, value $2,090,287.

    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.: 31,236 shares
    • Essex Bank: 5,847 shares

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

  4. period ended2025-09-30
    13F 34,636 shares
    Change vs previous 13F -714 shares

    0.1% of the 13F portfolio, value $2,105,507.

    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.: 29,139 shares
    • Essex Bank: 5,497 shares

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

  5. period ended2025-06-30
    13F 35,350 shares
    Change vs previous 13F -2,756 shares

    0.1% of the 13F portfolio, value $2,036,532.

    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.: 29,831 shares
    • Essex Bank: 5,519 shares

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

  6. period ended2025-03-31
    13F 38,106 shares
    Change vs previous 13F +14,690 shares

    0.12% of the 13F portfolio, value $2,210,510.

    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.: 29,514 shares
    • Essex Bank: 8,592 shares

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

  7. period ended2024-12-31
    13F 23,416 shares
    Change vs previous 13F +481 shares

    0.07% of the 13F portfolio, value $1,250,585.

    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.: 15,588 shares
    • Essex Bank: 7,828 shares

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

  8. period ended2024-09-30
    13F 22,935 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,458,641.

    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.: 15,117 shares
    • Essex Bank: 7,818 shares

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