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Disclosery

Essex Financial Services, Inc.: SPG position timeline

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

Essex Financial Services, Inc. held 2,329 SPG 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 2,329 shares
    Change vs previous 13F +1,026 shares

    0.02% of the 13F portfolio, value $520,769.

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

    • Essex Financial Services, Inc.: 1,022 shares
    • Essex Bank: 1,307 shares

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

  2. period ended2026-03-31
    13F 1,303 shares
    Change vs previous 13F -103 shares

    0.05% of the 13F portfolio, value $243,043.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    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 1,406 shares
    Share basis changed not comparable

    Membership change: Essex Bank joined the group. 0.06% of the 13F portfolio, value $260,259.

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

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