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Disclosery

Essex Financial Services, Inc.: STT position timeline

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

Essex Financial Services, Inc. held 7,325 STT 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 7,325 shares
    Change vs previous 13F +246 shares

    0.05% of the 13F portfolio, value $1,242,394.

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

    • Essex Financial Services, Inc.: 3,440 shares
    • Essex Bank: 3,885 shares

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

  2. period ended2026-03-31
    13F 7,079 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $895,941.

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

    • Essex Financial Services, Inc.: 3,194 shares
    • Essex Bank: 3,885 shares

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

  3. period ended2025-12-31
    13F 7,058 shares
    Change vs previous 13F +301 shares

    0.04% of the 13F portfolio, value $910,579.

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

    • Essex Financial Services, Inc.: 3,173 shares
    • Essex Bank: 3,885 shares

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

  4. period ended2025-09-30
    13F 6,757 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $783,899.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,057 shares
    • Essex Bank: 3,700 shares

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

  5. period ended2025-06-30
    13F 6,686 shares
    Change vs previous 13F -23 shares

    0.04% of the 13F portfolio, value $711,015.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,986 shares
    • Essex Bank: 3,700 shares

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

  6. period ended2025-03-31
    13F 6,709 shares
    Change vs previous 13F +212 shares

    0.03% of the 13F portfolio, value $600,650.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,009 shares
    • Essex Bank: 3,700 shares

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

  7. period ended2024-12-31
    13F 6,497 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $637,682.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,797 shares
    • Essex Bank: 3,700 shares

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

  8. period ended2024-09-30
    13F 6,486 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $577,690.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,786 shares
    • Essex Bank: 3,700 shares

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