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Disclosery

Essex Financial Services, Inc.: PAGP position timeline

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

Essex Financial Services, Inc. held 26,197 PAGP 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 26,197 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $635,796.

    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 26,190 shares
    Change vs previous 13F -1,187 shares

    0.04% of the 13F portfolio, value $635,891.

    13F-HR 0001951757-26-000732 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).

  3. period ended2025-12-31
    13F 27,377 shares
    Change vs previous 13F -432 shares

    0.03% of the 13F portfolio, value $523,995.

    13F-HR 0001951757-26-000399 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).

  4. period ended2025-09-30
    13F 27,809 shares
    Change vs previous 13F -3,750 shares

    0.03% of the 13F portfolio, value $507,237.

    13F-HR 0001951757-25-001347 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).

  5. period ended2025-06-30
    13F 31,559 shares
    Change vs previous 13F -574 shares

    0.04% of the 13F portfolio, value $613,185.

    13F-HR 0001951757-25-000875 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).

  6. period ended2025-03-31
    13F 32,133 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $686,356.

    13F-HR 0001951757-25-000454 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).