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Disclosery

Essex Financial Services, Inc.: SYY position timeline

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

Essex Financial Services, Inc. held 12,924 SYY 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 12,924 shares
    Change vs previous 13F -276 shares

    0.05% of the 13F portfolio, value $1,080,216.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    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 13,200 shares
    Change vs previous 13F +118 shares

    0.05% of the 13F portfolio, value $941,572.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    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 13,082 shares
    Change vs previous 13F +812 shares

    0.05% of the 13F portfolio, value $963,980.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    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 12,270 shares
    Change vs previous 13F -256 shares

    0.06% of the 13F portfolio, value $1,010,305.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    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 12,526 shares
    Change vs previous 13F -347 shares

    0.06% of the 13F portfolio, value $948,718.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    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 12,873 shares
    Change vs previous 13F -265 shares

    0.07% of the 13F portfolio, value $966,008.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    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 13,138 shares
    Change vs previous 13F -3,713 shares

    0.07% of the 13F portfolio, value $1,004,545.

    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.: 13,138 shares
    • Essex Bank: 0 shares

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

  8. period ended2024-09-30
    13F 16,851 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,272,346.

    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.: 13,092 shares
    • Essex Bank: 3,759 shares

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