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Disclosery

Essex Financial Services, Inc.: QUAL position timeline

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

Essex Financial Services, Inc. held 10,733 QUAL 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 10,733 shares
    Change vs previous 13F -260 shares

    0.1% of the 13F portfolio, value $2,355,214.

    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.: 9,511 shares
    • Essex Bank: 1,222 shares

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

  2. period ended2026-03-31
    13F 10,993 shares
    Change vs previous 13F +180 shares

    0.09% of the 13F portfolio, value $2,108,539.

    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.: 9,771 shares
    • Essex Bank: 1,222 shares

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

  3. period ended2025-12-31
    13F 10,813 shares
    Change vs previous 13F -873 shares

    0.1% of the 13F portfolio, value $2,147,734.

    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.: 9,591 shares
    • Essex Bank: 1,222 shares

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

  4. period ended2025-09-30
    13F 11,686 shares
    Change vs previous 13F -133 shares

    0.11% of the 13F portfolio, value $2,272,900.

    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.: 10,366 shares
    • Essex Bank: 1,320 shares

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

  5. period ended2025-06-30
    13F 11,819 shares
    Change vs previous 13F -88 shares

    0.11% of the 13F portfolio, value $2,160,661.

    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.: 10,378 shares
    • Essex Bank: 1,441 shares

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

  6. period ended2025-03-31
    13F 11,907 shares
    Change vs previous 13F +65 shares

    0.11% of the 13F portfolio, value $2,034,832.

    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.: 10,466 shares
    • Essex Bank: 1,441 shares

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

  7. period ended2024-12-31
    13F 11,842 shares
    Change vs previous 13F -415 shares

    0.12% of the 13F portfolio, value $2,108,830.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 10,355 shares
    • Essex Bank: 1,487 shares

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

  8. period ended2024-09-30
    13F 12,257 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,220,033.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 10,770 shares
    • Essex Bank: 1,487 shares

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