Skip to content
Disclosery

Essex Financial Services, Inc.: MA position timeline

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

Essex Financial Services, Inc. held 7,712 MA 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 7,712 shares
    Change vs previous 13F +148 shares

    0.16% of the 13F portfolio, value $3,960,836.

    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.: 4,152 shares
    • Essex Bank: 3,560 shares

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

  2. period ended2026-03-31
    13F 7,564 shares
    Change vs previous 13F -913 shares

    0.17% of the 13F portfolio, value $3,779,392.

    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.: 3,996 shares
    • Essex Bank: 3,568 shares

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

  3. period ended2025-12-31
    13F 8,477 shares
    Change vs previous 13F -95 shares

    0.22% of the 13F portfolio, value $4,839,420.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,061 shares
    • Essex Bank: 4,416 shares

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

  4. period ended2025-09-30
    13F 8,572 shares
    Change vs previous 13F +127 shares

    0.23% of the 13F portfolio, value $4,875,997.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,114 shares
    • Essex Bank: 4,458 shares

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

  5. period ended2025-06-30
    13F 8,445 shares
    Change vs previous 13F +81 shares

    0.24% of the 13F portfolio, value $4,745,363.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,979 shares
    • Essex Bank: 4,466 shares

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

  6. period ended2025-03-31
    13F 8,364 shares
    Change vs previous 13F -60 shares

    0.26% of the 13F portfolio, value $4,584,421.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,910 shares
    • Essex Bank: 4,454 shares

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

  7. period ended2024-12-31
    13F 8,424 shares
    Change vs previous 13F +251 shares

    0.24% of the 13F portfolio, value $4,435,984.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,056 shares
    • Essex Bank: 4,368 shares

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

  8. period ended2024-09-30
    13F 8,173 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,111,558.

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

    • Essex Financial Services, Inc.: 3,952 shares
    • Essex Bank: 4,221 shares

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