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Disclosery

Essex Financial Services, Inc.: UNH position timeline

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

Essex Financial Services, Inc. held 10,298 UNH 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 10,298 shares
    Change vs previous 13F +360 shares

    0.17% of the 13F portfolio, value $4,280,125.

    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.: 7,973 shares
    • Essex Bank: 2,325 shares

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

  2. period ended2026-03-31
    13F 9,938 shares
    Change vs previous 13F -576 shares

    0.12% of the 13F portfolio, value $2,688,971.

    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.: 7,643 shares
    • Essex Bank: 2,295 shares

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

  3. period ended2025-12-31
    13F 10,514 shares
    Change vs previous 13F -360 shares

    0.16% of the 13F portfolio, value $3,470,681.

    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.: 8,118 shares
    • Essex Bank: 2,396 shares

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

  4. period ended2025-09-30
    13F 10,874 shares
    Change vs previous 13F -716 shares

    0.18% of the 13F portfolio, value $3,754,592.

    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.: 8,723 shares
    • Essex Bank: 2,151 shares

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

  5. period ended2025-06-30
    13F 11,590 shares
    Change vs previous 13F -2,576 shares

    0.19% of the 13F portfolio, value $3,615,667.

    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.: 9,515 shares
    • Essex Bank: 2,075 shares

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

  6. period ended2025-03-31
    13F 14,166 shares
    Change vs previous 13F -960 shares

    0.41% of the 13F portfolio, value $7,419,649.

    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.: 11,725 shares
    • Essex Bank: 2,441 shares

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

  7. period ended2024-12-31
    13F 15,126 shares
    Change vs previous 13F -671 shares

    0.42% of the 13F portfolio, value $7,651,374.

    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.: 12,564 shares
    • Essex Bank: 2,562 shares

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

  8. period ended2024-09-30
    13F 15,797 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $9,040,682.

    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.: 13,219 shares
    • Essex Bank: 2,578 shares

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