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Disclosery

Essex Financial Services, Inc.: MO position timeline

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

Essex Financial Services, Inc. held 48,507 MO 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 48,507 shares
    Change vs previous 13F -316 shares

    0.14% of the 13F portfolio, value $3,490,094.

    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.: 39,682 shares
    • Essex Bank: 8,825 shares

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

  2. period ended2026-03-31
    13F 48,823 shares
    Change vs previous 13F -223 shares

    0.14% of the 13F portfolio, value $3,221,825.

    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.: 40,023 shares
    • Essex Bank: 8,800 shares

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

  3. period ended2025-12-31
    13F 49,046 shares
    Change vs previous 13F -880 shares

    0.13% of the 13F portfolio, value $2,827,909.

    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.: 39,696 shares
    • Essex Bank: 9,350 shares

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

  4. period ended2025-09-30
    13F 49,926 shares
    Change vs previous 13F -515 shares

    0.16% of the 13F portfolio, value $3,298,129.

    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.: 39,076 shares
    • Essex Bank: 10,850 shares

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

  5. period ended2025-06-30
    13F 50,441 shares
    Change vs previous 13F +1,247 shares

    0.15% of the 13F portfolio, value $2,957,359.

    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.: 39,591 shares
    • Essex Bank: 10,850 shares

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

  6. period ended2025-03-31
    13F 49,194 shares
    Change vs previous 13F +2,770 shares

    0.16% of the 13F portfolio, value $2,952,612.

    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.: 38,344 shares
    • Essex Bank: 10,850 shares

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

  7. period ended2024-12-31
    13F 46,424 shares
    Change vs previous 13F +118 shares

    0.13% of the 13F portfolio, value $2,427,527.

    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.: 35,654 shares
    • Essex Bank: 10,770 shares

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

  8. period ended2024-09-30
    13F 46,306 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,328,532.

    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.: 35,740 shares
    • Essex Bank: 10,566 shares

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