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Disclosery

Essex Financial Services, Inc.: OTIS position timeline

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

Essex Financial Services, Inc. held 15,734 OTIS 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 15,734 shares
    Change vs previous 13F -1,066 shares

    0.06% of the 13F portfolio, value $1,126,568.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 16,800 shares
    Change vs previous 13F -4,129 shares

    0.07% of the 13F portfolio, value $1,294,929.

    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.: 16,800 shares
    • Essex Bank: 0 shares

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

  3. period ended2025-12-31
    13F 20,929 shares
    Change vs previous 13F -814 shares

    0.08% of the 13F portfolio, value $1,828,102.

    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.: 18,394 shares
    • Essex Bank: 2,535 shares

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

  4. period ended2025-09-30
    13F 21,743 shares
    Change vs previous 13F -433 shares

    0.09% of the 13F portfolio, value $1,987,953.

    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.: 19,208 shares
    • Essex Bank: 2,535 shares

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

  5. period ended2025-06-30
    13F 22,176 shares
    Change vs previous 13F -195 shares

    0.11% of the 13F portfolio, value $2,195,890.

    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.: 19,041 shares
    • Essex Bank: 3,135 shares

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

  6. period ended2025-03-31
    13F 22,371 shares
    Change vs previous 13F +433 shares

    0.13% of the 13F portfolio, value $2,308,648.

    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.: 18,928 shares
    • Essex Bank: 3,443 shares

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

  7. period ended2024-12-31
    13F 21,938 shares
    Change vs previous 13F -216 shares

    0.11% of the 13F portfolio, value $2,031,706.

    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.: 18,470 shares
    • Essex Bank: 3,468 shares

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

  8. period ended2024-09-30
    13F 22,154 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,284,368.

    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.: 18,686 shares
    • Essex Bank: 3,468 shares

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