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Disclosery

Essex Financial Services, Inc.: SPSM position timeline

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

Essex Financial Services, Inc. held 12,068 SPSM 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 12,068 shares
    Change vs previous 13F +694 shares

    0.15% of the 13F portfolio, value $695,949.

    13F-HR 0001999371-26-015645 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).

  2. period ended2026-03-31
    13F 11,374 shares
    Change vs previous 13F -119 shares

    0.12% of the 13F portfolio, value $549,467.

    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 11,493 shares
    Change vs previous 13F +1,406 shares

    0.12% of the 13F portfolio, value $538,554.

    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).

  4. period ended2025-09-30
    13F 10,087 shares
    Change vs previous 13F +1,321 shares

    0.11% of the 13F portfolio, value $467,118.

    13F-HR 0001999371-25-016817 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).

  5. period ended2025-06-30
    13F 8,766 shares
    Change vs previous 13F -390 shares

    0.09% of the 13F portfolio, value $373,335.

    13F-HR 0001999371-25-008989 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).

  6. period ended2025-03-31
    13F 9,156 shares
    Change vs previous 13F +1,963 shares

    0.09% of the 13F portfolio, value $373,097.

    13F-HR 0001999371-25-004444 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).

  7. period ended2024-12-31
    13F 7,193 shares
    Change vs previous 13F +702 shares

    0.08% of the 13F portfolio, value $323,029.

    13F-HR 0001999371-25-000325 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).

  8. period ended2024-09-30
    13F 6,491 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $295,336.

    13F-HR 0001999371-24-014235 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).