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Disclosery

Essex Financial Services, Inc.: PFE position timeline

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

Essex Financial Services, Inc. held 210,026 PFE 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 210,026 shares
    Change vs previous 13F +2,026 shares

    0.2% of the 13F portfolio, value $5,057,180.

    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.: 185,560 shares
    • Essex Bank: 24,466 shares

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

  2. period ended2026-03-31
    13F 208,000 shares
    Change vs previous 13F +1,216 shares

    0.26% of the 13F portfolio, value $5,840,393.

    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.: 184,375 shares
    • Essex Bank: 23,625 shares

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

  3. period ended2025-12-31
    13F 206,784 shares
    Change vs previous 13F -7,471 shares

    0.23% of the 13F portfolio, value $5,148,667.

    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.: 183,189 shares
    • Essex Bank: 23,595 shares

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

  4. period ended2025-09-30
    13F 214,255 shares
    Change vs previous 13F -47,245 shares

    0.26% of the 13F portfolio, value $5,458,925.

    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.: 186,284 shares
    • Essex Bank: 27,971 shares

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

  5. period ended2025-06-30
    13F 261,500 shares
    Change vs previous 13F +25,698 shares

    0.33% of the 13F portfolio, value $6,338,419.

    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.: 228,372 shares
    • Essex Bank: 33,128 shares

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

  6. period ended2025-03-31
    13F 235,802 shares
    Change vs previous 13F -35,300 shares

    0.33% of the 13F portfolio, value $5,975,213.

    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.: 199,286 shares
    • Essex Bank: 36,516 shares

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

  7. period ended2024-12-31
    13F 271,102 shares
    Change vs previous 13F +10,614 shares

    0.4% of the 13F portfolio, value $7,191,922.

    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.: 230,335 shares
    • Essex Bank: 40,767 shares

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

  8. period ended2024-09-30
    13F 260,488 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $7,516,879.

    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.: 211,388 shares
    • Essex Bank: 49,100 shares

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