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Disclosery

Essex Financial Services, Inc.: TRIP position timeline

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

Essex Financial Services, Inc. held 11,875 TRIP 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 11,875 shares
    Change vs previous 13F -5,849 shares

    0.01% of the 13F portfolio, value $162,806.

    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 17,724 shares
    Change vs previous 13F -140 shares

    0.01% of the 13F portfolio, value $188,938.

    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 17,864 shares
    Change vs previous 13F +776 shares

    0.01% of the 13F portfolio, value $260,100.

    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 17,088 shares
    Change vs previous 13F +227 shares

    0.02% of the 13F portfolio, value $277,851.

    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 16,861 shares
    Change vs previous 13F -472 shares

    0.01% of the 13F portfolio, value $220,036.

    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 17,333 shares
    Change vs previous 13F -387 shares

    0.02% of the 13F portfolio, value $245,609.

    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 17,720 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $261,724.

    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).