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Disclosery

Essex Financial Services, Inc.: PHYS position timeline

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

Essex Financial Services, Inc. held 407,507 PHYS 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 407,507 shares
    Change vs previous 13F +2,480 shares

    0.61% of the 13F portfolio, value $12,294,492.

    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 405,027 shares
    Change vs previous 13F +2,773 shares

    0.81% of the 13F portfolio, value $14,354,152.

    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 402,254 shares
    Change vs previous 13F -1,358 shares

    0.76% of the 13F portfolio, value $13,282,416.

    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 403,612 shares
    Change vs previous 13F -1,585 shares

    0.72% of the 13F portfolio, value $11,954,989.

    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 405,197 shares
    Change vs previous 13F -12,549 shares

    0.67% of the 13F portfolio, value $10,271,747.

    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 417,746 shares
    Change vs previous 13F +2,061 shares

    0.72% of the 13F portfolio, value $10,050,980.

    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).

  7. period ended2024-12-31
    13F 415,685 shares
    Change vs previous 13F +340 shares

    0.59% of the 13F portfolio, value $8,371,906.

    13F-HR 0001951757-25-000141 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).

  8. period ended2024-09-30
    13F 415,345 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $8,867,626.

    13F-HR 0001951757-24-001121 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).