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Disclosery

Essex Financial Services, Inc.: SHOP position timeline

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

Essex Financial Services, Inc. held 5,676 SHOP 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 5,676 shares
    Change vs previous 13F +3,849 shares

    0.03% of the 13F portfolio, value $648,086.

    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.: 5,676 shares
    • Essex Bank: 0 shares

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

  2. period ended2026-03-31
    13F 1,827 shares
    Change vs previous 13F -1,576 shares

    0.05% of the 13F portfolio, value $216,714.

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

    • Essex Financial Services, Inc.: 0 shares
    • Essex Bank: 1,827 shares

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

  3. period ended2025-12-31
    13F 3,403 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $547,775.

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

    • Essex Financial Services, Inc.: 1,609 shares
    • Essex Bank: 1,794 shares

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

  4. period ended2025-09-30
    13F 3,487 shares
    Change vs previous 13F -3,925 shares

    0.02% of the 13F portfolio, value $518,197.

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

    • Essex Financial Services, Inc.: 1,630 shares
    • Essex Bank: 1,857 shares

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

  5. period ended2025-06-30
    13F 7,412 shares
    Change vs previous 13F +3,597 shares

    0.04% of the 13F portfolio, value $854,969.

    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.: 5,609 shares
    • Essex Bank: 1,803 shares

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

  6. period ended2025-03-31
    13F 3,815 shares
    Change vs previous 13F +3,815 shares

    0.03% of the 13F portfolio, value $364,256.

    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 0 shares
    Change vs previous 13F -4,294 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 4,294 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $350,433.

    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).