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Disclosery

Essex Financial Services, Inc.: SBUX position timeline

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

Essex Financial Services, Inc. held 13,380 SBUX 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 13,380 shares
    Change vs previous 13F -460 shares

    0.06% of the 13F portfolio, value $1,367,295.

    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.: 10,217 shares
    • Essex Bank: 3,163 shares

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

  2. period ended2026-03-31
    13F 13,840 shares
    Change vs previous 13F -2,052 shares

    0.06% of the 13F portfolio, value $1,239,925.

    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.: 10,690 shares
    • Essex Bank: 3,150 shares

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

  3. period ended2025-12-31
    13F 15,892 shares
    Change vs previous 13F -2,271 shares

    0.06% of the 13F portfolio, value $1,338,259.

    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.: 12,541 shares
    • Essex Bank: 3,351 shares

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

  4. period ended2025-09-30
    13F 18,163 shares
    Change vs previous 13F +1,865 shares

    0.07% of the 13F portfolio, value $1,536,601.

    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.: 13,158 shares
    • Essex Bank: 5,005 shares

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

  5. period ended2025-06-30
    13F 16,298 shares
    Change vs previous 13F -92 shares

    0.08% of the 13F portfolio, value $1,493,367.

    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.: 11,159 shares
    • Essex Bank: 5,139 shares

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

  6. period ended2025-03-31
    13F 16,390 shares
    Change vs previous 13F -1,275 shares

    0.09% of the 13F portfolio, value $1,607,705.

    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.: 10,131 shares
    • Essex Bank: 6,259 shares

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

  7. period ended2024-12-31
    13F 17,665 shares
    Change vs previous 13F -1,385 shares

    0.09% of the 13F portfolio, value $1,611,938.

    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.: 10,315 shares
    • Essex Bank: 7,350 shares

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

  8. period ended2024-09-30
    13F 19,050 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,849,291.

    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.: 11,800 shares
    • Essex Bank: 7,250 shares

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