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Disclosery

Essex Financial Services, Inc.: MRK position timeline

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

Essex Financial Services, Inc. held 71,457 MRK 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 71,457 shares
    Change vs previous 13F -997 shares

    0.37% of the 13F portfolio, value $9,182,213.

    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.: 43,212 shares
    • Essex Bank: 28,245 shares

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

  2. period ended2026-03-31
    13F 72,454 shares
    Change vs previous 13F -1,981 shares

    0.39% of the 13F portfolio, value $8,715,535.

    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.: 44,173 shares
    • Essex Bank: 28,281 shares

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

  3. period ended2025-12-31
    13F 74,435 shares
    Change vs previous 13F +957 shares

    0.35% of the 13F portfolio, value $7,834,966.

    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.: 43,707 shares
    • Essex Bank: 30,728 shares

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

  4. period ended2025-09-30
    13F 73,478 shares
    Change vs previous 13F +3,404 shares

    0.29% of the 13F portfolio, value $6,167,004.

    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.: 42,283 shares
    • Essex Bank: 31,195 shares

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

  5. period ended2025-06-30
    13F 70,074 shares
    Change vs previous 13F -1,250 shares

    0.29% of the 13F portfolio, value $5,546,749.

    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.: 38,696 shares
    • Essex Bank: 31,378 shares

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

  6. period ended2025-03-31
    13F 71,324 shares
    Change vs previous 13F -2,520 shares

    0.36% of the 13F portfolio, value $6,402,017.

    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.: 38,506 shares
    • Essex Bank: 32,818 shares

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

  7. period ended2024-12-31
    13F 73,844 shares
    Change vs previous 13F +1,391 shares

    0.4% of the 13F portfolio, value $7,346,005.

    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.: 40,477 shares
    • Essex Bank: 33,367 shares

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

  8. period ended2024-09-30
    13F 72,453 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,960,299.

    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.: 38,817 shares
    • Essex Bank: 33,636 shares

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