Skip to content
Disclosery

Essex Financial Services, Inc.: MBB position timeline

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

Essex Financial Services, Inc. held 2,354 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,354 shares
    Change vs previous 13F -123 shares

    0.05% of the 13F portfolio, value $222,496.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    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 2,477 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $235,187.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    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 2,527 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $240,615.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    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 2,518 shares
    Change vs previous 13F +29 shares

    0.05% of the 13F portfolio, value $239,584.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    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 2,489 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $233,688.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    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 2,489 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $233,415.

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

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