Skip to content
Disclosery

Essex Financial Services, Inc.: MDLZ position timeline

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

Essex Financial Services, Inc. held 28,993 MDLZ 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 28,993 shares
    Change vs previous 13F -2,035 shares

    0.07% of the 13F portfolio, value $1,676,972.

    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.: 17,026 shares
    • Essex Bank: 11,967 shares

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

  2. period ended2026-03-31
    13F 31,028 shares
    Change vs previous 13F +412 shares

    0.08% of the 13F portfolio, value $1,788,315.

    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.: 19,021 shares
    • Essex Bank: 12,007 shares

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

  3. period ended2025-12-31
    13F 30,616 shares
    Change vs previous 13F +2,997 shares

    0.07% of the 13F portfolio, value $1,648,045.

    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.: 18,496 shares
    • Essex Bank: 12,120 shares

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

  4. period ended2025-09-30
    13F 27,619 shares
    Change vs previous 13F -173 shares

    0.08% of the 13F portfolio, value $1,725,350.

    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.: 15,488 shares
    • Essex Bank: 12,131 shares

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

  5. period ended2025-06-30
    13F 27,792 shares
    Change vs previous 13F +1,617 shares

    0.1% of the 13F portfolio, value $1,874,276.

    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.: 15,556 shares
    • Essex Bank: 12,236 shares

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

  6. period ended2025-03-31
    13F 26,175 shares
    Change vs previous 13F -5,036 shares

    0.1% of the 13F portfolio, value $1,776,000.

    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.: 13,964 shares
    • Essex Bank: 12,211 shares

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

  7. period ended2024-12-31
    13F 31,211 shares
    Change vs previous 13F +145 shares

    0.1% of the 13F portfolio, value $1,864,084.

    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.: 18,398 shares
    • Essex Bank: 12,813 shares

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

  8. period ended2024-09-30
    13F 31,066 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,248,380.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 17,878 shares
    • Essex Bank: 13,188 shares

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