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Disclosery

Essex Financial Services, Inc.: EMR position timeline

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

Essex Financial Services, Inc. held 18,581 EMR 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 18,581 shares
    Change vs previous 13F -100 shares

    0.11% of the 13F portfolio, value $2,659,807.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 10,190 shares
    • Essex Bank: 8,391 shares

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

  2. period ended2026-03-31
    13F 18,681 shares
    Change vs previous 13F +540 shares

    0.11% of the 13F portfolio, value $2,447,643.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 10,322 shares
    • Essex Bank: 8,359 shares

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

  3. period ended2025-12-31
    13F 18,141 shares
    Change vs previous 13F -412 shares

    0.11% of the 13F portfolio, value $2,407,679.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 9,781 shares
    • Essex Bank: 8,360 shares

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

  4. period ended2025-09-30
    13F 18,553 shares
    Change vs previous 13F +377 shares

    0.12% of the 13F portfolio, value $2,433,779.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 10,273 shares
    • Essex Bank: 8,280 shares

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

  5. period ended2025-06-30
    13F 18,176 shares
    Change vs previous 13F -509 shares

    0.12% of the 13F portfolio, value $2,423,463.

    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.: 9,469 shares
    • Essex Bank: 8,707 shares

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

  6. period ended2025-03-31
    13F 18,685 shares
    Change vs previous 13F +153 shares

    0.11% of the 13F portfolio, value $2,048,608.

    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.: 9,386 shares
    • Essex Bank: 9,299 shares

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

  7. period ended2024-12-31
    13F 18,532 shares
    Change vs previous 13F -1,012 shares

    0.13% of the 13F portfolio, value $2,296,712.

    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.: 9,413 shares
    • Essex Bank: 9,119 shares

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

  8. period ended2024-09-30
    13F 19,544 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,138,516.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 9,074 shares
    • Essex Bank: 10,470 shares

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