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Disclosery

Essex Financial Services, Inc.: RECS position timeline

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

Essex Financial Services, Inc. held 391,776 RECS 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 391,776 shares
    Change vs previous 13F -30,425 shares

    0.84% of the 13F portfolio, value $16,956,049.

    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 422,201 shares
    Change vs previous 13F +65,086 shares

    0.92% of the 13F portfolio, value $16,457,383.

    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 357,115 shares
    Change vs previous 13F +61,151 shares

    0.83% of the 13F portfolio, value $14,584,572.

    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 295,964 shares
    Change vs previous 13F +82,540 shares

    0.71% of the 13F portfolio, value $11,942,160.

    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 213,424 shares
    Change vs previous 13F +39,344 shares

    0.52% of the 13F portfolio, value $7,851,879.

    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 174,080 shares
    Change vs previous 13F +39,228 shares

    0.42% of the 13F portfolio, value $5,781,202.

    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 134,852 shares
    Change vs previous 13F +94,476 shares

    0.33% of the 13F portfolio, value $4,668,581.

    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 40,376 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,405,489.

    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).