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Disclosery

Essex Financial Services, Inc.: PXE position timeline

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

Essex Financial Services, Inc. held 28,367 PXE 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 28,367 shares
    Change vs previous 13F -80 shares

    0.05% of the 13F portfolio, value $961,060.

    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 28,447 shares
    Change vs previous 13F -120 shares

    0.06% of the 13F portfolio, value $1,115,119.

    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 28,567 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $798,455.

    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 28,545 shares
    Change vs previous 13F -749 shares

    0.05% of the 13F portfolio, value $838,926.

    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 29,294 shares
    Change vs previous 13F -94 shares

    0.05% of the 13F portfolio, value $819,941.

    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 29,388 shares
    Change vs previous 13F -865 shares

    0.06% of the 13F portfolio, value $860,478.

    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 30,253 shares
    Change vs previous 13F +136 shares

    0.06% of the 13F portfolio, value $895,481.

    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 30,117 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $910,023.

    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).