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Disclosery

Essex Financial Services, Inc.: SII position timeline

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

Essex Financial Services, Inc. held 5,757 SII 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 5,757 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $646,845.

    13F-HR 0001951757-26-001201 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).

  2. period ended2026-03-31
    13F 5,807 shares
    Change vs previous 13F -124 shares

    0.05% of the 13F portfolio, value $829,650.

    13F-HR 0001951757-26-000732 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).

  3. period ended2025-12-31
    13F 5,931 shares
    Change vs previous 13F -299 shares

    0.03% of the 13F portfolio, value $580,799.

    13F-HR 0001951757-26-000399 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).

  4. period ended2025-09-30
    13F 6,230 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $518,265.

    13F-HR 0001951757-25-001347 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).

  5. period ended2025-06-30
    13F 6,229 shares
    Change vs previous 13F +551 shares

    0.03% of the 13F portfolio, value $430,342.

    13F-HR 0001951757-25-000875 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).

  6. period ended2025-03-31
    13F 5,678 shares
    Change vs previous 13F +477 shares

    0.02% of the 13F portfolio, value $254,752.

    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 5,201 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $219,332.

    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).