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Disclosery

Essex Financial Services, Inc.: SCHC position timeline

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

Essex Financial Services, Inc. held 12,174 SCHC 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 12,174 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $585,813.

    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 12,158 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $568,265.

    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 12,158 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $553,554.

    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 12,158 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $553,311.

    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 12,158 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $517,809.

    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 12,158 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $436,229.

    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 12,158 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $417,384.

    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 12,158 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $453,737.

    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).