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Disclosery

Essex Financial Services, Inc.: T position timeline

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

Essex Financial Services, Inc. held 102,961 T 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 102,961 shares
    Change vs previous 13F -3,294 shares

    0.09% of the 13F portfolio, value $2,131,289.

    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.: 87,504 shares
    • Essex Bank: 15,457 shares

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

  2. period ended2026-03-31
    13F 106,255 shares
    Change vs previous 13F +2,886 shares

    0.14% of the 13F portfolio, value $3,080,162.

    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.: 90,347 shares
    • Essex Bank: 15,908 shares

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

  3. period ended2025-12-31
    13F 103,369 shares
    Change vs previous 13F -23,173 shares

    0.12% of the 13F portfolio, value $2,567,681.

    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.: 87,846 shares
    • Essex Bank: 15,523 shares

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

  4. period ended2025-09-30
    13F 126,542 shares
    Change vs previous 13F -16,380 shares

    0.17% of the 13F portfolio, value $3,573,373.

    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.: 109,704 shares
    • Essex Bank: 16,838 shares

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

  5. period ended2025-06-30
    13F 142,922 shares
    Change vs previous 13F +38,826 shares

    0.21% of the 13F portfolio, value $4,135,940.

    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.: 122,098 shares
    • Essex Bank: 20,824 shares

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

  6. period ended2025-03-31
    13F 104,096 shares
    Change vs previous 13F -12,874 shares

    0.16% of the 13F portfolio, value $2,943,630.

    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.: 83,272 shares
    • Essex Bank: 20,824 shares

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

  7. period ended2024-12-31
    13F 116,970 shares
    Change vs previous 13F +8,528 shares

    0.15% of the 13F portfolio, value $2,663,397.

    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.: 95,643 shares
    • Essex Bank: 21,327 shares

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

  8. period ended2024-09-30
    13F 108,442 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,342,469.

    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.: 86,806 shares
    • Essex Bank: 21,636 shares

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