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Disclosery

Essex Financial Services, Inc.: SPYM position timeline

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

Essex Financial Services, Inc. held 7,329 SPYM 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 7,329 shares
    Change vs previous 13F +1,861 shares

    0.03% of the 13F portfolio, value $644,074.

    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.: 4,511 shares
    • Essex Bank: 2,818 shares

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

  2. period ended2026-03-31
    13F 5,468 shares
    Change vs previous 13F -2,485 shares

    0.02% of the 13F portfolio, value $418,557.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,619 shares
    • Essex Bank: 2,849 shares

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

  3. period ended2025-12-31
    13F 7,953 shares
    Change vs previous 13F +2,926 shares

    0.03% of the 13F portfolio, value $637,993.

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

    • Essex Financial Services, Inc.: 2,619 shares
    • Essex Bank: 5,334 shares

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

  4. period ended2025-09-30
    13F 5,027 shares
    Change vs previous 13F +210 shares

    0.09% of the 13F portfolio, value $393,814.

    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 4,817 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $350,147.

    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 4,817 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $316,765.

    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 4,817 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $332,083.

    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).