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Disclosery

Essex Financial Services, Inc.: UBER position timeline

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

Essex Financial Services, Inc. held 18,947 UBER 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 18,947 shares
    Change vs previous 13F +112 shares

    0.06% of the 13F portfolio, value $1,367,162.

    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.: 13,970 shares
    • Essex Bank: 4,977 shares

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

  2. period ended2026-03-31
    13F 18,835 shares
    Change vs previous 13F -2,937 shares

    0.06% of the 13F portfolio, value $1,354,797.

    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.: 13,858 shares
    • Essex Bank: 4,977 shares

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

  3. period ended2025-12-31
    13F 21,772 shares
    Change vs previous 13F +3,814 shares

    0.08% of the 13F portfolio, value $1,778,985.

    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.: 14,634 shares
    • Essex Bank: 7,138 shares

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

  4. period ended2025-09-30
    13F 17,958 shares
    Change vs previous 13F +279 shares

    0.08% of the 13F portfolio, value $1,759,338.

    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.: 10,454 shares
    • Essex Bank: 7,504 shares

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

  5. period ended2025-06-30
    13F 17,679 shares
    Change vs previous 13F -1,409 shares

    0.08% of the 13F portfolio, value $1,649,447.

    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.: 9,919 shares
    • Essex Bank: 7,760 shares

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

  6. period ended2025-03-31
    13F 19,088 shares
    Change vs previous 13F +1,775 shares

    0.08% of the 13F portfolio, value $1,390,746.

    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.: 10,269 shares
    • Essex Bank: 8,819 shares

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

  7. period ended2024-12-31
    13F 17,313 shares
    Change vs previous 13F +1,497 shares

    0.06% of the 13F portfolio, value $1,044,238.

    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.: 9,592 shares
    • Essex Bank: 7,721 shares

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

  8. period ended2024-09-30
    13F 15,816 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,238,965.

    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.: 9,580 shares
    • Essex Bank: 6,236 shares

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