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Disclosery

Essex Financial Services, Inc.: PYLD position timeline

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

Essex Financial Services, Inc. held 1,031,897 PYLD 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 1,031,897 shares
    Change vs previous 13F +49,956 shares

    1.11% of the 13F portfolio, value $27,365,905.

    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.: 998,121 shares
    • Essex Bank: 33,776 shares

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

  2. period ended2026-03-31
    13F 981,941 shares
    Change vs previous 13F +143,280 shares

    1.15% of the 13F portfolio, value $25,726,844.

    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.: 950,289 shares
    • Essex Bank: 31,652 shares

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

  3. period ended2025-12-31
    13F 838,661 shares
    Change vs previous 13F +187,400 shares

    1.01% of the 13F portfolio, value $22,375,480.

    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.: 811,717 shares
    • Essex Bank: 26,944 shares

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

  4. period ended2025-09-30
    13F 651,261 shares
    Change vs previous 13F +141,806 shares

    0.83% of the 13F portfolio, value $17,479,848.

    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.: 627,088 shares
    • Essex Bank: 24,173 shares

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

  5. period ended2025-06-30
    13F 509,455 shares
    Change vs previous 13F +127,877 shares

    0.7% of the 13F portfolio, value $13,520,930.

    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.: 497,082 shares
    • Essex Bank: 12,373 shares

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

  6. period ended2025-03-31
    13F 381,578 shares
    Change vs previous 13F +152,530 shares

    0.72% of the 13F portfolio, value $10,054,582.

    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 229,048 shares
    Change vs previous 13F +66,789 shares

    0.42% of the 13F portfolio, value $5,936,930.

    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 162,259 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,256,044.

    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).