Skip to content
Disclosery

Essex Financial Services, Inc.: PSDM position timeline

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

Essex Financial Services, Inc. held 22,115 PSDM 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 22,115 shares
    Change vs previous 13F +7,134 shares

    0.06% of the 13F portfolio, value $1,125,633.

    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 14,981 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $763,582.

    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 15,081 shares
    Change vs previous 13F +7,600 shares

    0.04% of the 13F portfolio, value $776,219.

    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 7,481 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $385,795.

    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 7,481 shares
    Change vs previous 13F +392 shares

    0.03% of the 13F portfolio, value $384,336.

    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 7,089 shares
    Change vs previous 13F +2,920 shares

    0.03% of the 13F portfolio, value $362,567.

    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 4,169 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,618.

    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).