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Disclosery

Essex Financial Services, Inc.: SCHB position timeline

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

Essex Financial Services, Inc. held 13,851 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,851 shares
    Change vs previous 13F -895 shares

    0.09% of the 13F portfolio, value $400,984.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    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 14,746 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $369,975.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    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 14,730 shares
    Change vs previous 13F +641 shares

    0.08% of the 13F portfolio, value $386,218.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    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 14,089 shares
    Change vs previous 13F -1,235 shares

    0.08% of the 13F portfolio, value $362,086.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    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 15,324 shares
    Change vs previous 13F -1,686 shares

    0.09% of the 13F portfolio, value $365,017.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    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 17,010 shares
    Change vs previous 13F +1,453 shares

    0.09% of the 13F portfolio, value $366,054.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 15,557 shares
    Change vs previous 13F +10,314 shares

    0.09% of the 13F portfolio, value $353,142.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    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 5,243 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $348,762.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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