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Disclosery

Essex Financial Services, Inc.: ROP position timeline

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

Essex Financial Services, Inc. held 8,498 ROP 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 8,498 shares
    Change vs previous 13F -115 shares

    0.14% of the 13F portfolio, value $2,875,638.

    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 8,613 shares
    Change vs previous 13F -167 shares

    0.17% of the 13F portfolio, value $3,047,796.

    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 8,780 shares
    Change vs previous 13F -265 shares

    0.22% of the 13F portfolio, value $3,908,241.

    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 9,045 shares
    Change vs previous 13F +92 shares

    0.27% of the 13F portfolio, value $4,510,651.

    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 8,953 shares
    Change vs previous 13F -11 shares

    0.33% of the 13F portfolio, value $5,074,919.

    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 8,964 shares
    Change vs previous 13F -118 shares

    0.38% of the 13F portfolio, value $5,284,995.

    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 9,082 shares
    Change vs previous 13F -157 shares

    0.33% of the 13F portfolio, value $4,721,278.

    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 9,239 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,100,852.

    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).