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Disclosery

Essex Financial Services, Inc.: SYK position timeline

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

Essex Financial Services, Inc. held 8,876 SYK 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 8,876 shares
    Change vs previous 13F -11 shares

    0.11% of the 13F portfolio, value $2,794,557.

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

    • Essex Financial Services, Inc.: 3,418 shares
    • Essex Bank: 5,458 shares

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

  2. period ended2026-03-31
    13F 8,887 shares
    Change vs previous 13F -113 shares

    0.13% of the 13F portfolio, value $2,920,224.

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

    • Essex Financial Services, Inc.: 3,357 shares
    • Essex Bank: 5,530 shares

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

  3. period ended2025-12-31
    13F 9,000 shares
    Change vs previous 13F +59 shares

    0.14% of the 13F portfolio, value $3,163,241.

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

    • Essex Financial Services, Inc.: 3,321 shares
    • Essex Bank: 5,679 shares

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

  4. period ended2025-09-30
    13F 8,941 shares
    Change vs previous 13F +23 shares

    0.16% of the 13F portfolio, value $3,305,225.

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

    • Essex Financial Services, Inc.: 2,709 shares
    • Essex Bank: 6,232 shares

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

  5. period ended2025-06-30
    13F 8,918 shares
    Change vs previous 13F +81 shares

    0.18% of the 13F portfolio, value $3,528,257.

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

    • Essex Financial Services, Inc.: 2,682 shares
    • Essex Bank: 6,236 shares

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

  6. period ended2025-03-31
    13F 8,837 shares
    Change vs previous 13F +30 shares

    0.18% of the 13F portfolio, value $3,289,551.

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

    • Essex Financial Services, Inc.: 2,596 shares
    • Essex Bank: 6,241 shares

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

  7. period ended2024-12-31
    13F 8,807 shares
    Change vs previous 13F +40 shares

    0.17% of the 13F portfolio, value $3,170,840.

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

    • Essex Financial Services, Inc.: 2,966 shares
    • Essex Bank: 5,841 shares

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

  8. period ended2024-09-30
    13F 8,767 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,181,112.

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

    • Essex Financial Services, Inc.: 2,952 shares
    • Essex Bank: 5,815 shares

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