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Disclosery

Essex Financial Services, Inc.: SBRA position timeline

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

Essex Financial Services, Inc. held 45,416 SBRA 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 45,416 shares
    Change vs previous 13F +1,590 shares

    0.04% of the 13F portfolio, value $886,067.

    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 43,826 shares
    Change vs previous 13F -1,099 shares

    0.05% of the 13F portfolio, value $842,783.

    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 44,925 shares
    Change vs previous 13F -1,032 shares

    0.05% of the 13F portfolio, value $850,880.

    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 45,957 shares
    Change vs previous 13F -3,910 shares

    0.05% of the 13F portfolio, value $856,638.

    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 49,867 shares
    Change vs previous 13F -50 shares

    0.06% of the 13F portfolio, value $919,547.

    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 49,917 shares
    Change vs previous 13F -1,455 shares

    0.06% of the 13F portfolio, value $872,050.

    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 51,372 shares
    Change vs previous 13F -2,117 shares

    0.06% of the 13F portfolio, value $889,763.

    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 53,489 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $998,645.

    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).