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Disclosery

Essex Financial Services, Inc.: SPY position timeline

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

Essex Financial Services, Inc. held 53,903 SPY 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 53,903 shares
    Change vs previous 13F -734 shares

    1.63% of the 13F portfolio, value $40,253,006.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 46,595 shares
    • Essex Bank: 7,308 shares

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

  2. period ended2026-03-31
    13F 54,637 shares
    Change vs previous 13F -786 shares

    1.59% of the 13F portfolio, value $35,532,511.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 47,270 shares
    • Essex Bank: 7,367 shares

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

  3. period ended2025-12-31
    13F 55,423 shares
    Change vs previous 13F +668 shares

    1.7% of the 13F portfolio, value $37,794,189.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 47,956 shares
    • Essex Bank: 7,467 shares

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

  4. period ended2025-09-30
    13F 54,755 shares
    Change vs previous 13F -380 shares

    1.72% of the 13F portfolio, value $36,476,559.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 47,844 shares
    • Essex Bank: 6,911 shares

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

  5. period ended2025-06-30
    13F 55,135 shares
    Change vs previous 13F +3,927 shares

    1.75% of the 13F portfolio, value $34,064,814.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 48,397 shares
    • Essex Bank: 6,738 shares

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

  6. period ended2025-03-31
    13F 51,208 shares
    Change vs previous 13F +587 shares

    1.6% of the 13F portfolio, value $28,645,198.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 45,439 shares
    • Essex Bank: 5,769 shares

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

  7. period ended2024-12-31
    13F 50,621 shares
    Change vs previous 13F -774,247 shares

    1.63% of the 13F portfolio, value $29,668,139.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 44,864 shares
    • Essex Bank: 5,757 shares

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

  8. period ended2024-09-30
    13F 824,868 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $28,940,244.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 819,581 shares
    • Essex Bank: 5,287 shares

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