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Disclosery

Essex Financial Services, Inc.: UL position timeline

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

Essex Financial Services, Inc. held 18,134 UL 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 18,134 shares
    Change vs previous 13F +338 shares

    0.04% of the 13F portfolio, value $1,090,153.

    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.: 14,779 shares
    • Essex Bank: 3,355 shares

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

  2. period ended2026-03-31
    13F 17,796 shares
    Change vs previous 13F -68 shares

    0.05% of the 13F portfolio, value $1,013,835.

    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.: 14,217 shares
    • Essex Bank: 3,579 shares

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

  3. period ended2025-12-31
    13F 17,864 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,168,303.

    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.: 14,264 shares
    • Essex Bank: 3,600 shares

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