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Disclosery

Essex Financial Services, Inc.: UPS position timeline

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

Essex Financial Services, Inc. held 9,875 UPS 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 9,875 shares
    Change vs previous 13F +164 shares

    0.05% of the 13F portfolio, value $1,061,613.

    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 9,711 shares
    Change vs previous 13F -287 shares

    0.05% of the 13F portfolio, value $955,329.

    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 9,998 shares
    Change vs previous 13F +2,035 shares

    0.06% of the 13F portfolio, value $991,734.

    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 7,963 shares
    Change vs previous 13F -1,539 shares

    0.04% of the 13F portfolio, value $665,133.

    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 9,502 shares
    Change vs previous 13F -5,708 shares

    0.06% of the 13F portfolio, value $959,135.

    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.: 9,502 shares
    • Essex Bank: 0 shares

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

  6. period ended2025-03-31
    13F 15,210 shares
    Change vs previous 13F +2,254 shares

    0.09% of the 13F portfolio, value $1,672,912.

    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.: 9,415 shares
    • Essex Bank: 5,795 shares

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

  7. period ended2024-12-31
    13F 12,956 shares
    Change vs previous 13F -1,548 shares

    0.09% of the 13F portfolio, value $1,633,739.

    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.: 6,807 shares
    • Essex Bank: 6,149 shares

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

  8. period ended2024-09-30
    13F 14,504 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,936,931.

    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.: 8,151 shares
    • Essex Bank: 6,353 shares

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