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Disclosery

Essex Financial Services, Inc.: SPHQ position timeline

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

Essex Financial Services, Inc. held 136,617 SPHQ 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 136,617 shares
    Change vs previous 13F -532 shares

    0.61% of the 13F portfolio, value $12,309,157.

    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 137,149 shares
    Change vs previous 13F +4,896 shares

    0.58% of the 13F portfolio, value $10,312,226.

    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 132,253 shares
    Change vs previous 13F -1,553 shares

    0.56% of the 13F portfolio, value $9,925,624.

    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 133,806 shares
    Change vs previous 13F +7,021 shares

    0.59% of the 13F portfolio, value $9,806,677.

    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 126,785 shares
    Change vs previous 13F +18,618 shares

    0.59% of the 13F portfolio, value $9,034,699.

    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 108,167 shares
    Change vs previous 13F +6,914 shares

    0.52% of the 13F portfolio, value $7,175,791.

    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 101,253 shares
    Change vs previous 13F +2,744 shares

    0.48% of the 13F portfolio, value $6,786,982.

    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 98,509 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,631,644.

    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).