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Disclosery

Essex Financial Services, Inc.: SDY position timeline

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

Essex Financial Services, Inc. held 41,603 SDY 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 41,603 shares
    Change vs previous 13F -194 shares

    0.26% of the 13F portfolio, value $6,331,213.

    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.: 39,978 shares
    • Essex Bank: 1,625 shares

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

  2. period ended2026-03-31
    13F 41,797 shares
    Change vs previous 13F -315 shares

    0.27% of the 13F portfolio, value $6,099,813.

    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.: 39,922 shares
    • Essex Bank: 1,875 shares

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

  3. period ended2025-12-31
    13F 42,112 shares
    Change vs previous 13F -1,205 shares

    0.26% of the 13F portfolio, value $5,860,257.

    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.: 40,214 shares
    • Essex Bank: 1,898 shares

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

  4. period ended2025-09-30
    13F 43,317 shares
    Change vs previous 13F -14 shares

    0.29% of the 13F portfolio, value $6,066,596.

    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.: 41,421 shares
    • Essex Bank: 1,896 shares

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

  5. period ended2025-06-30
    13F 43,331 shares
    Change vs previous 13F -230 shares

    0.3% of the 13F portfolio, value $5,881,371.

    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.: 41,416 shares
    • Essex Bank: 1,915 shares

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

  6. period ended2025-03-31
    13F 43,561 shares
    Change vs previous 13F -175 shares

    0.33% of the 13F portfolio, value $5,910,363.

    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.: 41,656 shares
    • Essex Bank: 1,905 shares

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

  7. period ended2024-12-31
    13F 43,736 shares
    Change vs previous 13F -536 shares

    0.32% of the 13F portfolio, value $5,777,485.

    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.: 41,831 shares
    • Essex Bank: 1,905 shares

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

  8. period ended2024-09-30
    13F 44,272 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,262,131.

    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.: 42,324 shares
    • Essex Bank: 1,948 shares

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