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Disclosery

Essex Financial Services, Inc.: PM position timeline

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

Essex Financial Services, Inc. held 32,773 PM 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 32,773 shares
    Change vs previous 13F +196 shares

    0.24% of the 13F portfolio, value $5,929,011.

    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.: 29,706 shares
    • Essex Bank: 3,067 shares

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

  2. period ended2026-03-31
    13F 32,577 shares
    Change vs previous 13F -1,137 shares

    0.24% of the 13F portfolio, value $5,386,216.

    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.: 29,509 shares
    • Essex Bank: 3,068 shares

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

  3. period ended2025-12-31
    13F 33,714 shares
    Change vs previous 13F +1,686 shares

    0.24% of the 13F portfolio, value $5,407,755.

    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.: 30,191 shares
    • Essex Bank: 3,523 shares

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

  4. period ended2025-09-30
    13F 32,028 shares
    Change vs previous 13F -720 shares

    0.25% of the 13F portfolio, value $5,194,914.

    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.: 28,537 shares
    • Essex Bank: 3,491 shares

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

  5. period ended2025-06-30
    13F 32,748 shares
    Change vs previous 13F +3,001 shares

    0.31% of the 13F portfolio, value $5,964,391.

    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.: 29,269 shares
    • Essex Bank: 3,479 shares

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

  6. period ended2025-03-31
    13F 29,747 shares
    Change vs previous 13F -1,973 shares

    0.26% of the 13F portfolio, value $4,721,690.

    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.: 26,304 shares
    • Essex Bank: 3,443 shares

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

  7. period ended2024-12-31
    13F 31,720 shares
    Change vs previous 13F +1,151 shares

    0.21% of the 13F portfolio, value $3,817,538.

    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.: 28,346 shares
    • Essex Bank: 3,374 shares

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

  8. period ended2024-09-30
    13F 30,569 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,977,653.

    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.: 26,930 shares
    • Essex Bank: 3,639 shares

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