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Disclosery

Essex Financial Services, Inc.: USFR position timeline

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

Essex Financial Services, Inc. held 9,682 USFR 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 9,682 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $487,489.

    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 9,682 shares
    Change vs previous 13F -701 shares

    0.03% of the 13F portfolio, value $487,392.

    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 10,383 shares
    Change vs previous 13F -3,854 shares

    0.03% of the 13F portfolio, value $522,482.

    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 14,237 shares
    Change vs previous 13F -4,601 shares

    0.04% of the 13F portfolio, value $715,671.

    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 18,838 shares
    Change vs previous 13F +6,529 shares

    0.06% of the 13F portfolio, value $947,730.

    13F-HR 0001951757-25-000875 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).

  6. period ended2025-03-31
    13F 12,309 shares
    Change vs previous 13F -9,278 shares

    0.04% of the 13F portfolio, value $619,531.

    13F-HR 0001951757-25-000454 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).

  7. period ended2024-12-31
    13F 21,587 shares
    Change vs previous 13F -7,927 shares

    0.08% of the 13F portfolio, value $1,086,275.

    13F-HR 0001951757-25-000141 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).

  8. period ended2024-09-30
    13F 29,514 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,487,525.

    13F-HR 0001951757-24-001121 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).