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Disclosery

Essex Financial Services, Inc.: ORCL position timeline

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

Essex Financial Services, Inc. held 30,338 ORCL 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 30,338 shares
    Change vs previous 13F +1,200 shares

    0.18% of the 13F portfolio, value $4,446,061.

    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.: 23,172 shares
    • Essex Bank: 7,166 shares

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

  2. period ended2026-03-31
    13F 29,138 shares
    Change vs previous 13F -1,530 shares

    0.19% of the 13F portfolio, value $4,286,524.

    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.: 22,020 shares
    • Essex Bank: 7,118 shares

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

  3. period ended2025-12-31
    13F 30,668 shares
    Change vs previous 13F +276 shares

    0.27% of the 13F portfolio, value $5,977,402.

    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.: 23,495 shares
    • Essex Bank: 7,173 shares

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

  4. period ended2025-09-30
    13F 30,392 shares
    Change vs previous 13F -316 shares

    0.4% of the 13F portfolio, value $8,547,401.

    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.: 23,029 shares
    • Essex Bank: 7,363 shares

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

  5. period ended2025-06-30
    13F 30,708 shares
    Change vs previous 13F +819 shares

    0.35% of the 13F portfolio, value $6,713,598.

    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.: 22,935 shares
    • Essex Bank: 7,773 shares

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

  6. period ended2025-03-31
    13F 29,889 shares
    Change vs previous 13F -735 shares

    0.23% of the 13F portfolio, value $4,178,772.

    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.: 22,083 shares
    • Essex Bank: 7,806 shares

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

  7. period ended2024-12-31
    13F 30,624 shares
    Change vs previous 13F +219 shares

    0.28% of the 13F portfolio, value $5,103,158.

    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.: 22,564 shares
    • Essex Bank: 8,060 shares

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

  8. period ended2024-09-30
    13F 30,405 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,290,874.

    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.: 22,428 shares
    • Essex Bank: 7,977 shares

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