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Disclosery

Essex Financial Services, Inc.: MCO position timeline

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

Essex Financial Services, Inc. held 4,785 MCO 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 4,785 shares
    Change vs previous 13F +63 shares

    0.09% of the 13F portfolio, value $2,167,379.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 691 shares
    • Essex Bank: 4,094 shares

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

  2. period ended2026-03-31
    13F 4,722 shares
    Change vs previous 13F +28 shares

    0.09% of the 13F portfolio, value $2,060,159.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 632 shares
    • Essex Bank: 4,090 shares

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

  3. period ended2025-12-31
    13F 4,694 shares
    Change vs previous 13F +98 shares

    0.11% of the 13F portfolio, value $2,398,100.

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

    • Essex Financial Services, Inc.: 604 shares
    • Essex Bank: 4,090 shares

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

  4. period ended2025-09-30
    13F 4,596 shares
    Change vs previous 13F -97 shares

    0.1% of the 13F portfolio, value $2,190,054.

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

    • Essex Financial Services, Inc.: 510 shares
    • Essex Bank: 4,086 shares

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

  5. period ended2025-06-30
    13F 4,693 shares
    Change vs previous 13F -27 shares

    0.12% of the 13F portfolio, value $2,353,754.

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

    • Essex Financial Services, Inc.: 588 shares
    • Essex Bank: 4,105 shares

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

  6. period ended2025-03-31
    13F 4,720 shares
    Change vs previous 13F -4 shares

    0.12% of the 13F portfolio, value $2,198,265.

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

    • Essex Financial Services, Inc.: 604 shares
    • Essex Bank: 4,116 shares

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

  7. period ended2024-12-31
    13F 4,724 shares
    Change vs previous 13F -4 shares

    0.12% of the 13F portfolio, value $2,236,221.

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

    • Essex Financial Services, Inc.: 605 shares
    • Essex Bank: 4,119 shares

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

  8. period ended2024-09-30
    13F 4,728 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,239,596.

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

    • Essex Financial Services, Inc.: 609 shares
    • Essex Bank: 4,119 shares

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