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Disclosery

Essex Financial Services, Inc.: MSFT position timeline

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

Essex Financial Services, Inc. held 134,144 MSFT 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 134,144 shares
    Change vs previous 13F +1,611 shares

    2.03% of the 13F portfolio, value $50,037,968.

    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.: 106,428 shares
    • Essex Bank: 27,716 shares

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

  2. period ended2026-03-31
    13F 132,533 shares
    Change vs previous 13F +98 shares

    2.2% of the 13F portfolio, value $49,059,374.

    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.: 105,311 shares
    • Essex Bank: 27,222 shares

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

  3. period ended2025-12-31
    13F 132,435 shares
    Change vs previous 13F -2,385 shares

    2.89% of the 13F portfolio, value $64,047,724.

    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.: 104,160 shares
    • Essex Bank: 28,275 shares

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

  4. period ended2025-09-30
    13F 134,820 shares
    Change vs previous 13F -1,071 shares

    3.3% of the 13F portfolio, value $69,829,818.

    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.: 106,239 shares
    • Essex Bank: 28,581 shares

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

  5. period ended2025-06-30
    13F 135,891 shares
    Change vs previous 13F +2,096 shares

    3.48% of the 13F portfolio, value $67,593,178.

    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.: 107,225 shares
    • Essex Bank: 28,666 shares

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

  6. period ended2025-03-31
    13F 133,795 shares
    Change vs previous 13F -644 shares

    2.8% of the 13F portfolio, value $50,225,144.

    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.: 103,895 shares
    • Essex Bank: 29,900 shares

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

  7. period ended2024-12-31
    13F 134,439 shares
    Change vs previous 13F +518 shares

    3.11% of the 13F portfolio, value $56,666,152.

    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.: 105,855 shares
    • Essex Bank: 28,584 shares

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

  8. period ended2024-09-30
    13F 133,921 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $57,328,551.

    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.: 105,404 shares
    • Essex Bank: 28,517 shares

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