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Disclosery

Essex Financial Services, Inc.: TCAF position timeline

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

Essex Financial Services, Inc. held 229,787 TCAF 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 229,787 shares
    Change vs previous 13F +4,599 shares

    0.47% of the 13F portfolio, value $9,444,234.

    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 225,188 shares
    Change vs previous 13F +7,774 shares

    0.45% of the 13F portfolio, value $8,014,441.

    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 217,414 shares
    Change vs previous 13F +16,996 shares

    0.47% of the 13F portfolio, value $8,309,545.

    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 200,418 shares
    Change vs previous 13F +53,137 shares

    0.45% of the 13F portfolio, value $7,555,754.

    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 147,281 shares
    Change vs previous 13F +20,012 shares

    0.34% of the 13F portfolio, value $5,196,067.

    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 127,269 shares
    Change vs previous 13F +35,081 shares

    0.3% of the 13F portfolio, value $4,108,249.

    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 92,188 shares
    Change vs previous 13F +26,510 shares

    0.22% of the 13F portfolio, value $3,067,084.

    13F-HR 0001951757-25-000141 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).

  8. period ended2024-09-30
    13F 65,678 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,203,481.

    13F-HR 0001951757-24-001121 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).