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Disclosery

Essex Financial Services, Inc.: SMOT position timeline

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

Essex Financial Services, Inc. held 10,050 SMOT 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 10,050 shares
    Change vs previous 13F -1,127 shares

    0.02% of the 13F portfolio, value $390,541.

    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 11,177 shares
    Change vs previous 13F -594 shares

    0.02% of the 13F portfolio, value $393,317.

    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 11,771 shares
    Change vs previous 13F -2,343 shares

    0.02% of the 13F portfolio, value $426,097.

    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 14,114 shares
    Change vs previous 13F -375 shares

    0.03% of the 13F portfolio, value $509,249.

    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 14,489 shares
    Change vs previous 13F -3,238 shares

    0.03% of the 13F portfolio, value $504,232.

    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 17,727 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $581,283.

    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 17,727 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $611,065.

    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).

  8. period ended2024-09-30
    13F 17,702 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $619,205.

    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).