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Essex Financial Services, Inc.: TBUX position timeline

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

Essex Financial Services, Inc. held 77,708 TBUX 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 77,708 shares
    Change vs previous 13F +10,361 shares

    0.19% of the 13F portfolio, value $3,867,544.

    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 67,347 shares
    Change vs previous 13F +26,735 shares

    0.19% of the 13F portfolio, value $3,350,514.

    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 40,612 shares
    Change vs previous 13F +5,792 shares

    0.12% of the 13F portfolio, value $2,024,496.

    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 34,820 shares
    Change vs previous 13F +12,660 shares

    0.1% of the 13F portfolio, value $1,735,435.

    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 22,160 shares
    Change vs previous 13F +14,452 shares

    0.07% of the 13F portfolio, value $1,102,224.

    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 7,708 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $382,604.

    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).