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Disclosery

Essex Financial Services, Inc.: PMBS position timeline

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

Essex Financial Services, Inc. held 123,501 PMBS 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 123,501 shares
    Change vs previous 13F +9,082 shares

    0.25% of the 13F portfolio, value $6,098,494.

    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.: 117,367 shares
    • Essex Bank: 6,134 shares

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

  2. period ended2026-03-31
    13F 114,419 shares
    Change vs previous 13F +30,897 shares

    0.25% of the 13F portfolio, value $5,675,128.

    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.: 110,218 shares
    • Essex Bank: 4,201 shares

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

  3. period ended2025-12-31
    13F 83,522 shares
    Change vs previous 13F +45,654 shares

    0.19% of the 13F portfolio, value $4,150,624.

    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.: 79,321 shares
    • Essex Bank: 4,201 shares

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

  4. period ended2025-09-30
    13F 37,868 shares
    Change vs previous 13F +12,528 shares

    0.11% of the 13F portfolio, value $1,880,400.

    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 25,340 shares
    Change vs previous 13F +18,753 shares

    0.08% of the 13F portfolio, value $1,242,912.

    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 6,587 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $323,290.

    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).