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Disclosery

Essex Financial Services, Inc.: MTB position timeline

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

Essex Financial Services, Inc. held 6,263 MTB 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 6,263 shares
    Change vs previous 13F +219 shares

    0.07% of the 13F portfolio, value $1,490,697.

    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 6,044 shares
    Change vs previous 13F -427 shares

    0.07% of the 13F portfolio, value $1,249,465.

    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 6,471 shares
    Change vs previous 13F -1,286 shares

    0.07% of the 13F portfolio, value $1,303,769.

    13F-HR 0001951757-26-000399 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).

  4. period ended2025-09-30
    13F 7,757 shares
    Change vs previous 13F -807 shares

    0.09% of the 13F portfolio, value $1,532,993.

    13F-HR 0001951757-25-001347 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).

  5. period ended2025-06-30
    13F 8,564 shares
    Change vs previous 13F +801 shares

    0.11% of the 13F portfolio, value $1,661,379.

    13F-HR 0001951757-25-000875 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).

  6. period ended2025-03-31
    13F 7,763 shares
    Change vs previous 13F -1,239 shares

    0.1% of the 13F portfolio, value $1,387,691.

    13F-HR 0001951757-25-000454 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).

  7. period ended2024-12-31
    13F 9,002 shares
    Change vs previous 13F -1,413 shares

    0.12% of the 13F portfolio, value $1,692,422.

    13F-HR 0001951757-25-000141 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).

  8. period ended2024-09-30
    13F 10,415 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,021,229.

    13F-HR 0001951757-24-001121 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).