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Disclosery

Essex Financial Services, Inc.: TMO position timeline

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

Essex Financial Services, Inc. held 9,230 TMO 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 9,230 shares
    Change vs previous 13F -705 shares

    0.19% of the 13F portfolio, value $4,627,345.

    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.: 7,677 shares
    • Essex Bank: 1,553 shares

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

  2. period ended2026-03-31
    13F 9,935 shares
    Change vs previous 13F +330 shares

    0.22% of the 13F portfolio, value $4,883,556.

    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.: 8,228 shares
    • Essex Bank: 1,707 shares

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

  3. period ended2025-12-31
    13F 9,605 shares
    Change vs previous 13F +125 shares

    0.25% of the 13F portfolio, value $5,565,566.

    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.: 7,842 shares
    • Essex Bank: 1,763 shares

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

  4. period ended2025-09-30
    13F 9,480 shares
    Change vs previous 13F -154 shares

    0.22% of the 13F portfolio, value $4,597,864.

    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.: 7,747 shares
    • Essex Bank: 1,733 shares

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

  5. period ended2025-06-30
    13F 9,634 shares
    Change vs previous 13F -1,739 shares

    0.2% of the 13F portfolio, value $3,906,026.

    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.: 7,957 shares
    • Essex Bank: 1,677 shares

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

  6. period ended2025-03-31
    13F 11,373 shares
    Change vs previous 13F -250 shares

    0.32% of the 13F portfolio, value $5,658,936.

    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.: 9,608 shares
    • Essex Bank: 1,765 shares

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

  7. period ended2024-12-31
    13F 11,623 shares
    Change vs previous 13F -149 shares

    0.33% of the 13F portfolio, value $6,046,566.

    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.: 9,875 shares
    • Essex Bank: 1,748 shares

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

  8. period ended2024-09-30
    13F 11,772 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,957,870.

    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.: 10,069 shares
    • Essex Bank: 1,703 shares

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