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Disclosery

Essex Financial Services, Inc.: RSP position timeline

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

Essex Financial Services, Inc. held 88,079 RSP 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 88,079 shares
    Change vs previous 13F +1,103 shares

    0.76% of the 13F portfolio, value $18,740,563.

    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.: 84,447 shares
    • Essex Bank: 3,632 shares

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

  2. period ended2026-03-31
    13F 86,976 shares
    Change vs previous 13F +60 shares

    0.75% of the 13F portfolio, value $16,692,454.

    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.: 83,320 shares
    • Essex Bank: 3,656 shares

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

  3. period ended2025-12-31
    13F 86,916 shares
    Change vs previous 13F +896 shares

    0.75% of the 13F portfolio, value $16,649,714.

    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.: 83,159 shares
    • Essex Bank: 3,757 shares

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

  4. period ended2025-09-30
    13F 86,020 shares
    Change vs previous 13F -3,611 shares

    0.77% of the 13F portfolio, value $16,317,955.

    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.: 82,263 shares
    • Essex Bank: 3,757 shares

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

  5. period ended2025-06-30
    13F 89,631 shares
    Change vs previous 13F -39 shares

    0.84% of the 13F portfolio, value $16,289,609.

    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.: 85,874 shares
    • Essex Bank: 3,757 shares

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

  6. period ended2025-03-31
    13F 89,670 shares
    Change vs previous 13F +5,133 shares

    0.87% of the 13F portfolio, value $15,533,581.

    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.: 85,556 shares
    • Essex Bank: 4,114 shares

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

  7. period ended2024-12-31
    13F 84,537 shares
    Change vs previous 13F +922 shares

    0.81% of the 13F portfolio, value $14,813,351.

    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.: 80,647 shares
    • Essex Bank: 3,890 shares

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

  8. period ended2024-09-30
    13F 83,615 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $15,008,372.

    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.: 80,002 shares
    • Essex Bank: 3,613 shares

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