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Disclosery

Essex Financial Services, Inc.: SCHD position timeline

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

Essex Financial Services, Inc. held 113,483 SCHD 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 113,483 shares
    Change vs previous 13F +14,489 shares

    0.15% of the 13F portfolio, value $3,598,258.

    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.: 84,035 shares
    • Essex Bank: 29,448 shares

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

  2. period ended2026-03-31
    13F 98,994 shares
    Change vs previous 13F +27,721 shares

    0.14% of the 13F portfolio, value $3,037,123.

    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.: 77,299 shares
    • Essex Bank: 21,695 shares

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

  3. period ended2025-12-31
    13F 71,273 shares
    Change vs previous 13F +44 shares

    0.09% of the 13F portfolio, value $1,955,030.

    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.: 54,935 shares
    • Essex Bank: 16,338 shares

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

  4. period ended2025-09-30
    13F 71,229 shares
    Change vs previous 13F -3,612 shares

    0.09% of the 13F portfolio, value $1,944,389.

    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.: 54,891 shares
    • Essex Bank: 16,338 shares

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

  5. period ended2025-06-30
    13F 74,841 shares
    Change vs previous 13F +2,914 shares

    0.1% of the 13F portfolio, value $1,983,294.

    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.: 57,759 shares
    • Essex Bank: 17,082 shares

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

  6. period ended2025-03-31
    13F 71,927 shares
    Change vs previous 13F -1,447 shares

    0.11% of the 13F portfolio, value $2,010,914.

    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.: 54,845 shares
    • Essex Bank: 17,082 shares

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

  7. period ended2024-12-31
    13F 73,374 shares
    Change vs previous 13F +12,862 shares

    0.11% of the 13F portfolio, value $2,004,413.

    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.: 56,462 shares
    • Essex Bank: 16,912 shares

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

  8. period ended2024-09-30
    13F 60,512 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,005,541.

    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.: 55,335 shares
    • Essex Bank: 5,177 shares

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