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Manager record

Essex Bank

Essex, CT · CIK 1752212 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$502.53MReported 13F valueQ3 2026 · as filed
574Holdings listed
+8.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $419.6M$419.6MQ2 2025573 holdingsQ3 2025: $444.0M$444.0MQ3 2025566 holdingsQ4 2025: $461.4M$461.4MQ4 2025572 holdingsQ1 2026: $452.0M$452.0MQ1 2026553 holdingsQ2 2026: $462.5M$462.5MQ2 2026574 holdingsQ3 2026: $502.5M$502.5MQ3 2026574 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$502.53M · 574 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$462.45M · 574 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$452.05M · 553 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$461.43M · 572 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$444.01M · 566 holdings listed · View original SEC filing ↗
Jul 11 2025 13F-HR · period Q2 2025

$419.65M · 573 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology