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Disclosery

Essex Financial Services, Inc.: MDT position timeline

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

Essex Financial Services, Inc. held 13,278 MDT 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 13,278 shares
    Change vs previous 13F -3,458 shares

    0.04% of the 13F portfolio, value $1,038,720.

    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.: 10,463 shares
    • Essex Bank: 2,815 shares

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

  2. period ended2026-03-31
    13F 16,736 shares
    Change vs previous 13F -574 shares

    0.06% of the 13F portfolio, value $1,450,141.

    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.: 13,824 shares
    • Essex Bank: 2,912 shares

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

  3. period ended2025-12-31
    13F 17,310 shares
    Change vs previous 13F -102 shares

    0.07% of the 13F portfolio, value $1,662,835.

    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.: 14,408 shares
    • Essex Bank: 2,902 shares

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

  4. period ended2025-09-30
    13F 17,412 shares
    Change vs previous 13F +567 shares

    0.08% of the 13F portfolio, value $1,658,343.

    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.: 14,553 shares
    • Essex Bank: 2,859 shares

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

  5. period ended2025-06-30
    13F 16,845 shares
    Change vs previous 13F -1,684 shares

    0.08% of the 13F portfolio, value $1,468,356.

    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.: 14,049 shares
    • Essex Bank: 2,796 shares

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

  6. period ended2025-03-31
    13F 18,529 shares
    Change vs previous 13F +3,222 shares

    0.09% of the 13F portfolio, value $1,665,004.

    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.: 15,675 shares
    • Essex Bank: 2,854 shares

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

  7. period ended2024-12-31
    13F 15,307 shares
    Change vs previous 13F -559 shares

    0.07% of the 13F portfolio, value $1,222,716.

    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.: 12,325 shares
    • Essex Bank: 2,982 shares

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

  8. period ended2024-09-30
    13F 15,866 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,442,118.

    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.: 12,637 shares
    • Essex Bank: 3,229 shares

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