Current Market Value 419,648,004
Current Holdings 310
Most Recent File Date 2025-07-11
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Essex Savings Bank . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-11 2025-06-30 13F-HR 310 419,648
2025-04-21 2025-03-31 13F-HR 296 406,906
2025-01-14 2024-12-31 13F-HR 297 404,017
2024-11-01 2024-09-30 13F-HR 282 400,730
2024-07-23 2024-06-30 13F-HR 264 371,541
2024-04-22 2024-03-31 13F-HR 264 344,069
2024-01-22 2023-12-31 13F-HR 264 343,843
2023-10-12 2023-09-30 13F-HR 230 296,343
2023-07-19 2023-06-30 13F-HR 227 299,545
2023-04-24 2023-03-31 13F-HR 223 286,322
2023-01-18 2022-12-31 13F-HR 222 284,288
2022-10-19 2022-09-30 13F-HR 206 251,657
2022-07-19 2022-06-30 13F-HR 212 261,666
2022-05-03 2022-03-31 13F-HR 222 302,367
2022-02-23 2021-12-31 13F-HR 223 295,028
2021-10-20 2021-09-30 13F-HR 207 274,967
2021-07-29 2021-06-30 13F-HR 210 258,650
2021-04-22 2021-03-31 13F-HR 197 228,304
2021-02-03 2020-12-31 13F-HR 194 224,043
2020-10-26 2020-09-30 13F-HR 176 204,145
2020-07-30 2020-06-30 13F-HR 166 168,341
2020-04-28 2020-03-31 13F-HR 145 140,334
2020-02-05 2019-12-31 13F-HR 175 196,074
2019-10-30 2019-09-30 13F-HR 176 188,988
2019-08-09 2019-06-30 13F-HR 760 284,254
2019-05-06 2019-03-31 13F-HR 662 175,989
2019-02-01 2018-12-31 13F-HR 673 159,598