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Disclosery

Essex Financial Services, Inc.: MOAT position timeline

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

Essex Financial Services, Inc. held 8,868 MOAT 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 8,868 shares
    Change vs previous 13F -1,766 shares

    0.05% of the 13F portfolio, value $921,941.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 10,634 shares
    Change vs previous 13F -3,117 shares

    0.06% of the 13F portfolio, value $1,028,267.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,751 shares
    Change vs previous 13F -11,283 shares

    0.08% of the 13F portfolio, value $1,424,094.

    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.: 13,751 shares
    • Essex Bank: 0 shares

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

  4. period ended2025-09-30
    13F 25,034 shares
    Change vs previous 13F -15,246 shares

    0.12% of the 13F portfolio, value $2,481,112.

    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.: 22,331 shares
    • Essex Bank: 2,703 shares

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

  5. period ended2025-06-30
    13F 40,280 shares
    Change vs previous 13F -38,457 shares

    0.19% of the 13F portfolio, value $3,777,857.

    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.: 37,419 shares
    • Essex Bank: 2,861 shares

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

  6. period ended2025-03-31
    13F 78,737 shares
    Change vs previous 13F -4,429 shares

    0.39% of the 13F portfolio, value $6,928,829.

    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.: 75,876 shares
    • Essex Bank: 2,861 shares

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

  7. period ended2024-12-31
    13F 83,166 shares
    Change vs previous 13F -4,686 shares

    0.42% of the 13F portfolio, value $7,711,580.

    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.: 80,290 shares
    • Essex Bank: 2,876 shares

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

  8. period ended2024-09-30
    13F 87,852 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $8,498,008.

    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.: 84,845 shares
    • Essex Bank: 3,007 shares

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