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Disclosery

Essex Financial Services, Inc.: SAMT position timeline

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

Essex Financial Services, Inc. held 34,564 SAMT 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 34,564 shares
    Change vs previous 13F +21,269 shares

    0.08% of the 13F portfolio, value $1,649,933.

    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 13,295 shares
    Change vs previous 13F -1,754 shares

    0.03% of the 13F portfolio, value $522,111.

    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 15,049 shares
    Change vs previous 13F +7,335 shares

    0.03% of the 13F portfolio, value $579,549.

    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 7,714 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $287,513.

    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).