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Disclosery

Essex Financial Services, Inc.: PLTR position timeline

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

Essex Financial Services, Inc. held 19,219 PLTR 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 19,219 shares
    Change vs previous 13F +373 shares

    0.09% of the 13F portfolio, value $2,242,268.

    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.: 16,633 shares
    • Essex Bank: 2,586 shares

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

  2. period ended2026-03-31
    13F 18,846 shares
    Change vs previous 13F +2,143 shares

    0.12% of the 13F portfolio, value $2,756,779.

    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.: 15,962 shares
    • Essex Bank: 2,884 shares

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

  3. period ended2025-12-31
    13F 16,703 shares
    Change vs previous 13F +914 shares

    0.13% of the 13F portfolio, value $2,968,924.

    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.: 13,882 shares
    • Essex Bank: 2,821 shares

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

  4. period ended2025-09-30
    13F 15,789 shares
    Change vs previous 13F -1,366 shares

    0.14% of the 13F portfolio, value $2,880,300.

    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.: 13,325 shares
    • Essex Bank: 2,464 shares

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

  5. period ended2025-06-30
    13F 17,155 shares
    Change vs previous 13F +2,766 shares

    0.12% of the 13F portfolio, value $2,338,623.

    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.: 15,238 shares
    • Essex Bank: 1,917 shares

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

  6. period ended2025-03-31
    13F 14,389 shares
    Change vs previous 13F +2,307 shares

    0.09% of the 13F portfolio, value $1,214,466.

    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 12,082 shares
    Change vs previous 13F +1,810 shares

    0.06% of the 13F portfolio, value $913,747.

    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 10,272 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $441,081.

    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).