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Disclosery

Essex Financial Services, Inc.: SHEL position timeline

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

Essex Financial Services, Inc. held 11,376 SHEL 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 11,376 shares
    Change vs previous 13F +420 shares

    0.04% of the 13F portfolio, value $882,094.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 5,671 shares
    • Essex Bank: 5,705 shares

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

  2. period ended2026-03-31
    13F 10,956 shares
    Change vs previous 13F -734 shares

    0.05% of the 13F portfolio, value $1,018,953.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 5,236 shares
    • Essex Bank: 5,720 shares

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

  3. period ended2025-12-31
    13F 11,690 shares
    Change vs previous 13F +494 shares

    0.04% of the 13F portfolio, value $858,909.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 5,273 shares
    • Essex Bank: 6,417 shares

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

  4. period ended2025-09-30
    13F 11,196 shares
    Change vs previous 13F +144 shares

    0.04% of the 13F portfolio, value $800,827.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,783 shares
    • Essex Bank: 6,413 shares

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

  5. period ended2025-06-30
    13F 11,052 shares
    Change vs previous 13F -2,649 shares

    0.04% of the 13F portfolio, value $778,134.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,614 shares
    • Essex Bank: 6,438 shares

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

  6. period ended2025-03-31
    13F 13,701 shares
    Change vs previous 13F +2,963 shares

    0.06% of the 13F portfolio, value $1,003,992.

    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.: 7,106 shares
    • Essex Bank: 6,595 shares

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

  7. period ended2024-12-31
    13F 10,738 shares
    Change vs previous 13F -210 shares

    0.04% of the 13F portfolio, value $672,745.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,907 shares
    • Essex Bank: 5,831 shares

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

  8. period ended2024-09-30
    13F 10,948 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $727,318.

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

    • Essex Financial Services, Inc.: 5,025 shares
    • Essex Bank: 5,923 shares

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