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Disclosery

Essex Financial Services, Inc.: UNP position timeline

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

Essex Financial Services, Inc. held 19,857 UNP 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 19,857 shares
    Change vs previous 13F +130 shares

    0.22% of the 13F portfolio, value $5,401,024.

    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.: 12,562 shares
    • Essex Bank: 7,295 shares

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

  2. period ended2026-03-31
    13F 19,727 shares
    Change vs previous 13F -382 shares

    0.21% of the 13F portfolio, value $4,786,061.

    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.: 12,401 shares
    • Essex Bank: 7,326 shares

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

  3. period ended2025-12-31
    13F 20,109 shares
    Change vs previous 13F +103 shares

    0.21% of the 13F portfolio, value $4,651,621.

    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.: 12,374 shares
    • Essex Bank: 7,735 shares

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

  4. period ended2025-09-30
    13F 20,006 shares
    Change vs previous 13F -2,936 shares

    0.22% of the 13F portfolio, value $4,728,714.

    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.: 12,266 shares
    • Essex Bank: 7,740 shares

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

  5. period ended2025-06-30
    13F 22,942 shares
    Change vs previous 13F +2,871 shares

    0.27% of the 13F portfolio, value $5,278,530.

    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.: 15,611 shares
    • Essex Bank: 7,331 shares

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

  6. period ended2025-03-31
    13F 20,071 shares
    Change vs previous 13F -3,539 shares

    0.26% of the 13F portfolio, value $4,741,583.

    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.: 12,710 shares
    • Essex Bank: 7,361 shares

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

  7. period ended2024-12-31
    13F 23,610 shares
    Change vs previous 13F +3,436 shares

    0.3% of the 13F portfolio, value $5,384,074.

    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.: 16,395 shares
    • Essex Bank: 7,215 shares

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

  8. period ended2024-09-30
    13F 20,174 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,907,201.

    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.: 13,017 shares
    • Essex Bank: 7,157 shares

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