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Disclosery

Essex Financial Services, Inc.: PRF position timeline

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

Essex Financial Services, Inc. held 290,679 PRF 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 290,679 shares
    Change vs previous 13F +2,450 shares

    0.64% of the 13F portfolio, value $15,705,279.

    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.: 278,290 shares
    • Essex Bank: 12,389 shares

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

  2. period ended2026-03-31
    13F 288,229 shares
    Change vs previous 13F +20,010 shares

    0.61% of the 13F portfolio, value $13,699,415.

    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.: 275,840 shares
    • Essex Bank: 12,389 shares

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

  3. period ended2025-12-31
    13F 268,219 shares
    Change vs previous 13F +23,274 shares

    0.57% of the 13F portfolio, value $12,584,704.

    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.: 255,830 shares
    • Essex Bank: 12,389 shares

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

  4. period ended2025-09-30
    13F 244,945 shares
    Change vs previous 13F +8,723 shares

    0.52% of the 13F portfolio, value $11,073,849.

    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.: 235,720 shares
    • Essex Bank: 9,225 shares

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

  5. period ended2025-06-30
    13F 236,222 shares
    Change vs previous 13F +26,439 shares

    0.51% of the 13F portfolio, value $9,985,098.

    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.: 230,697 shares
    • Essex Bank: 5,525 shares

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

  6. period ended2025-03-31
    13F 209,783 shares
    Change vs previous 13F +13,505 shares

    0.47% of the 13F portfolio, value $8,477,288.

    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.: 204,258 shares
    • Essex Bank: 5,525 shares

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

  7. period ended2024-12-31
    13F 196,278 shares
    Change vs previous 13F +24,579 shares

    0.56% of the 13F portfolio, value $7,917,866.

    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 171,699 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,034,514.

    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).