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Disclosery

Essex Financial Services, Inc.: YUM position timeline

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

Essex Financial Services, Inc. held 7,724 YUM 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 7,724 shares
    Change vs previous 13F +612 shares

    0.06% of the 13F portfolio, value $1,234,792.

    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 7,112 shares
    Change vs previous 13F +445 shares

    0.06% of the 13F portfolio, value $1,105,794.

    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 6,667 shares
    Change vs previous 13F +66 shares

    0.06% of the 13F portfolio, value $1,008,602.

    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 6,601 shares
    Change vs previous 13F -1,202 shares

    0.06% of the 13F portfolio, value $1,003,372.

    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 7,803 shares
    Change vs previous 13F -2,321 shares

    0.08% of the 13F portfolio, value $1,156,264.

    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 10,124 shares
    Change vs previous 13F -1,811 shares

    0.11% of the 13F portfolio, value $1,593,113.

    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.: 10,124 shares
    • Essex Bank: 0 shares

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

  7. period ended2024-12-31
    13F 11,935 shares
    Change vs previous 13F +2,550 shares

    0.09% of the 13F portfolio, value $1,601,173.

    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.: 10,127 shares
    • Essex Bank: 1,808 shares

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

  8. period ended2024-09-30
    13F 9,385 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,251,558.

    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).