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Disclosery

Essex Financial Services, Inc.: Q position timeline

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

Essex Financial Services, Inc. held 8,882 Q 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 8,882 shares
    Change vs previous 13F -108 shares

    0.06% of the 13F portfolio, value $1,450,450.

    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.: 4,694 shares
    • Essex Bank: 4,188 shares

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

  2. period ended2026-03-31
    13F 8,990 shares
    Change vs previous 13F +194 shares

    0.05% of the 13F portfolio, value $1,037,321.

    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.: 4,802 shares
    • Essex Bank: 4,188 shares

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

  3. period ended2025-12-31
    13F 8,796 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $718,210.

    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.: 4,529 shares
    • Essex Bank: 4,267 shares

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