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Disclosery

Essex Financial Services, Inc.: SCHX position timeline

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

Essex Financial Services, Inc. held 16,001 SCHX 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 16,001 shares
    Change vs previous 13F -1,184 shares

    0.1% of the 13F portfolio, value $470,906.

    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 17,185 shares
    Change vs previous 13F -513 shares

    0.1% of the 13F portfolio, value $440,449.

    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 17,698 shares
    Change vs previous 13F -142 shares

    0.1% of the 13F portfolio, value $476,074.

    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 17,840 shares
    Change vs previous 13F -1,173 shares

    0.11% of the 13F portfolio, value $469,904.

    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 19,013 shares
    Change vs previous 13F -529 shares

    0.11% of the 13F portfolio, value $464,485.

    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 19,542 shares
    Change vs previous 13F +462 shares

    0.11% of the 13F portfolio, value $431,291.

    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 19,080 shares
    Change vs previous 13F +12,720 shares

    0.11% of the 13F portfolio, value $442,272.

    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 6,360 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $431,524.

    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).