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Essex Financial Services, Inc.: REGL position timeline

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

Essex Financial Services, Inc. held 40,818 REGL 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 40,818 shares
    Change vs previous 13F -1,209 shares

    0.15% of the 13F portfolio, value $3,737,659.

    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.: 37,560 shares
    • Essex Bank: 3,258 shares

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

  2. period ended2026-03-31
    13F 42,027 shares
    Change vs previous 13F -1,391 shares

    0.16% of the 13F portfolio, value $3,631,476.

    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.: 38,069 shares
    • Essex Bank: 3,958 shares

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

  3. period ended2025-12-31
    13F 43,418 shares
    Change vs previous 13F -5,178 shares

    0.16% of the 13F portfolio, value $3,656,666.

    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.: 39,442 shares
    • Essex Bank: 3,976 shares

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

  4. period ended2025-09-30
    13F 48,596 shares
    Change vs previous 13F -2,663 shares

    0.2% of the 13F portfolio, value $4,147,176.

    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.: 44,220 shares
    • Essex Bank: 4,376 shares

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

  5. period ended2025-06-30
    13F 51,259 shares
    Change vs previous 13F -879 shares

    0.21% of the 13F portfolio, value $4,179,416.

    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.: 46,883 shares
    • Essex Bank: 4,376 shares

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

  6. period ended2025-03-31
    13F 52,138 shares
    Change vs previous 13F -636 shares

    0.23% of the 13F portfolio, value $4,204,917.

    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.: 47,750 shares
    • Essex Bank: 4,388 shares

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

  7. period ended2024-12-31
    13F 52,774 shares
    Change vs previous 13F -2,078 shares

    0.23% of the 13F portfolio, value $4,256,681.

    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.: 48,581 shares
    • Essex Bank: 4,193 shares

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

  8. period ended2024-09-30
    13F 54,852 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,494,907.

    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.: 50,628 shares
    • Essex Bank: 4,224 shares

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