Skip to content
Disclosery

Essex Financial Services, Inc.: PANW position timeline

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

Essex Financial Services, Inc. held 12,136 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,136 shares
    Change vs previous 13F -771 shares

    0.17% of the 13F portfolio, value $4,138,652.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,611 shares
    • Essex Bank: 8,525 shares

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

  2. period ended2026-03-31
    13F 12,907 shares
    Change vs previous 13F -596 shares

    0.09% of the 13F portfolio, value $2,069,302.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,877 shares
    • Essex Bank: 9,030 shares

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

  3. period ended2025-12-31
    13F 13,503 shares
    Change vs previous 13F +181 shares

    0.11% of the 13F portfolio, value $2,487,273.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,373 shares
    • Essex Bank: 9,130 shares

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

  4. period ended2025-09-30
    13F 13,322 shares
    Change vs previous 13F +524 shares

    0.13% of the 13F portfolio, value $2,712,647.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,212 shares
    • Essex Bank: 9,110 shares

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

  5. period ended2025-06-30
    13F 12,798 shares
    Change vs previous 13F +1,184 shares

    0.13% of the 13F portfolio, value $2,618,912.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,689 shares
    • Essex Bank: 9,109 shares

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

  6. period ended2025-03-31
    13F 11,614 shares
    Change vs previous 13F -180 shares

    0.11% of the 13F portfolio, value $1,981,808.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,494 shares
    • Essex Bank: 9,120 shares

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

  7. period ended2024-12-31
    13F 11,794 shares
    Change vs previous 13F +5,962 shares

    0.12% of the 13F portfolio, value $2,146,089.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,966 shares
    • Essex Bank: 8,828 shares

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

  8. period ended2024-09-30
    13F 5,832 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,040,306.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,366 shares
    • Essex Bank: 4,466 shares

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