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Disclosery

Essex Financial Services, Inc.: PEP position timeline

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

Essex Financial Services, Inc. held 38,761 PEP 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 38,761 shares
    Change vs previous 13F -501 shares

    0.21% of the 13F portfolio, value $5,248,274.

    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.: 24,813 shares
    • Essex Bank: 13,948 shares

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

  2. period ended2026-03-31
    13F 39,262 shares
    Change vs previous 13F -1,291 shares

    0.27% of the 13F portfolio, value $6,096,998.

    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.: 25,262 shares
    • Essex Bank: 14,000 shares

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

  3. period ended2025-12-31
    13F 40,553 shares
    Change vs previous 13F +4 shares

    0.26% of the 13F portfolio, value $5,820,165.

    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.: 25,598 shares
    • Essex Bank: 14,955 shares

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

  4. period ended2025-09-30
    13F 40,549 shares
    Change vs previous 13F -652 shares

    0.27% of the 13F portfolio, value $5,694,694.

    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.: 25,506 shares
    • Essex Bank: 15,043 shares

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

  5. period ended2025-06-30
    13F 41,201 shares
    Change vs previous 13F -8,367 shares

    0.28% of the 13F portfolio, value $5,440,225.

    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.: 24,706 shares
    • Essex Bank: 16,495 shares

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

  6. period ended2025-03-31
    13F 49,568 shares
    Change vs previous 13F -2,302 shares

    0.41% of the 13F portfolio, value $7,432,217.

    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.: 31,490 shares
    • Essex Bank: 18,078 shares

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

  7. period ended2024-12-31
    13F 51,870 shares
    Change vs previous 13F -4,531 shares

    0.43% of the 13F portfolio, value $7,887,311.

    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.: 31,714 shares
    • Essex Bank: 20,156 shares

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

  8. period ended2024-09-30
    13F 56,401 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $9,741,273.

    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.: 34,805 shares
    • Essex Bank: 21,596 shares

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