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Disclosery

Essex Financial Services, Inc.: PH position timeline

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

Essex Financial Services, Inc. held 1,548 PH 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 1,548 shares
    Change vs previous 13F -33 shares

    0.06% of the 13F portfolio, value $1,514,451.

    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.: 1,188 shares
    • Essex Bank: 360 shares

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

  2. period ended2026-03-31
    13F 1,581 shares
    Change vs previous 13F +37 shares

    0.06% of the 13F portfolio, value $1,415,232.

    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.: 1,221 shares
    • Essex Bank: 360 shares

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

  3. period ended2025-12-31
    13F 1,544 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $1,357,301.

    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.: 1,172 shares
    • Essex Bank: 372 shares

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

  4. period ended2025-09-30
    13F 1,564 shares
    Change vs previous 13F -18 shares

    0.06% of the 13F portfolio, value $1,185,833.

    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.: 1,173 shares
    • Essex Bank: 391 shares

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

  5. period ended2025-06-30
    13F 1,582 shares
    Change vs previous 13F +106 shares

    0.06% of the 13F portfolio, value $1,104,713.

    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.: 1,181 shares
    • Essex Bank: 401 shares

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

  6. period ended2025-03-31
    13F 1,476 shares
    Change vs previous 13F -9 shares

    0.05% of the 13F portfolio, value $897,224.

    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.: 1,062 shares
    • Essex Bank: 414 shares

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

  7. period ended2024-12-31
    13F 1,485 shares
    Change vs previous 13F +36 shares

    0.05% of the 13F portfolio, value $944,212.

    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.: 1,050 shares
    • Essex Bank: 435 shares

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

  8. period ended2024-09-30
    13F 1,449 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $913,090.

    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.: 1,009 shares
    • Essex Bank: 440 shares

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