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Disclosery

Essex Financial Services, Inc.: RJF position timeline

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

Essex Financial Services, Inc. held 2,241 RJF 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 2,241 shares
    Change vs previous 13F +107 shares

    0.02% of the 13F portfolio, value $340,656.

    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 2,134 shares
    Change vs previous 13F -294 shares

    0.02% of the 13F portfolio, value $308,935.

    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 2,428 shares
    Change vs previous 13F -138 shares

    0.02% of the 13F portfolio, value $389,924.

    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 2,566 shares
    Change vs previous 13F +444 shares

    0.03% of the 13F portfolio, value $442,825.

    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 2,122 shares
    Change vs previous 13F +204 shares

    0.02% of the 13F portfolio, value $325,434.

    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 1,918 shares
    Change vs previous 13F -843 shares

    0.02% of the 13F portfolio, value $266,411.

    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 2,761 shares
    Change vs previous 13F -93 shares

    0.03% of the 13F portfolio, value $428,892.

    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 2,854 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $388,680.

    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).