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Disclosery

Essex Financial Services, Inc.: ACWI position timeline

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

Essex Financial Services, Inc. held 4,659 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,659 shares
    Change vs previous 13F -95 shares

    0.03% of the 13F portfolio, value $731,322.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,281 shares
    • Essex Bank: 2,378 shares

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

  2. period ended2026-03-31
    13F 4,754 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $657,810.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,281 shares
    • Essex Bank: 2,473 shares

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

  3. period ended2025-12-31
    13F 4,754 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $672,643.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,281 shares
    • Essex Bank: 2,473 shares

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

  4. period ended2025-09-30
    13F 4,754 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $657,192.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,281 shares
    • Essex Bank: 2,473 shares

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

  5. period ended2025-06-30
    13F 4,754 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $611,364.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,281 shares
    • Essex Bank: 2,473 shares

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

  6. period ended2025-03-31
    13F 4,754 shares
    Change vs previous 13F -162 shares

    0.03% of the 13F portfolio, value $553,317.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,281 shares
    • Essex Bank: 2,473 shares

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

  7. period ended2024-12-31
    13F 4,916 shares
    Change vs previous 13F -108 shares

    0.03% of the 13F portfolio, value $577,630.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,281 shares
    • Essex Bank: 2,635 shares

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

  8. period ended2024-09-30
    13F 5,024 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $601,267.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,389 shares
    • Essex Bank: 2,635 shares

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