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Disclosery

Essex Financial Services, Inc.: MU position timeline

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

Essex Financial Services, Inc. held 3,021 MU 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 3,021 shares
    Change vs previous 13F -431 shares

    0.14% of the 13F portfolio, value $3,487,245.

    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.: 1,897 shares
    • Essex Bank: 1,124 shares

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

  2. period ended2026-03-31
    13F 3,452 shares
    Change vs previous 13F -1,051 shares

    0.05% of the 13F portfolio, value $1,166,278.

    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.: 2,200 shares
    • Essex Bank: 1,252 shares

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

  3. period ended2025-12-31
    13F 4,503 shares
    Change vs previous 13F +344 shares

    0.06% of the 13F portfolio, value $1,285,238.

    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.: 3,275 shares
    • Essex Bank: 1,228 shares

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

  4. period ended2025-09-30
    13F 4,159 shares
    Change vs previous 13F +2,129 shares

    0.03% of the 13F portfolio, value $695,907.

    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.: 2,682 shares
    • Essex Bank: 1,477 shares

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

  5. period ended2025-06-30
    13F 2,030 shares
    Change vs previous 13F +2,030 shares

    0.02% of the 13F portfolio, value $250,214.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,458 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 2,458 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $265,074.

    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).