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Essex Financial Services, Inc.: MDY position timeline

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

Essex Financial Services, Inc. held 3,151 MDY 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 3,151 shares
    Change vs previous 13F -2 shares

    0.09% of the 13F portfolio, value $2,216,226.

    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.: 2,684 shares
    • Essex Bank: 467 shares

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

  2. period ended2026-03-31
    13F 3,153 shares
    Change vs previous 13F -23 shares

    0.09% of the 13F portfolio, value $1,944,597.

    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.: 2,686 shares
    • Essex Bank: 467 shares

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

  3. period ended2025-12-31
    13F 3,176 shares
    Change vs previous 13F +77 shares

    0.09% of the 13F portfolio, value $1,915,786.

    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.: 2,709 shares
    • Essex Bank: 467 shares

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

  4. period ended2025-09-30
    13F 3,099 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $1,847,326.

    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.: 2,612 shares
    • Essex Bank: 487 shares

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

  5. period ended2025-06-30
    13F 3,104 shares
    Change vs previous 13F +62 shares

    0.09% of the 13F portfolio, value $1,758,418.

    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.: 2,617 shares
    • Essex Bank: 487 shares

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

  6. period ended2025-03-31
    13F 3,042 shares
    Change vs previous 13F +53 shares

    0.09% of the 13F portfolio, value $1,622,793.

    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.: 2,627 shares
    • Essex Bank: 415 shares

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

  7. period ended2024-12-31
    13F 2,989 shares
    Change vs previous 13F +48 shares

    0.09% of the 13F portfolio, value $1,702,254.

    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.: 2,574 shares
    • Essex Bank: 415 shares

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

  8. period ended2024-09-30
    13F 2,941 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,685,088.

    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.: 2,477 shares
    • Essex Bank: 464 shares

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