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Disclosery

Essex Financial Services, Inc.: BWXT position timeline

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

Essex Financial Services, Inc. held 2,605 BWXT 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 2,605 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $507,047.

    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.: 1,422 shares
    • Essex Bank: 1,183 shares

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

  2. period ended2026-03-31
    13F 2,569 shares
    Change vs previous 13F -189 shares

    0.02% of the 13F portfolio, value $525,298.

    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.: 1,389 shares
    • Essex Bank: 1,180 shares

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

  3. period ended2025-12-31
    13F 2,758 shares
    Change vs previous 13F +217 shares

    0.02% of the 13F portfolio, value $476,667.

    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.: 1,580 shares
    • Essex Bank: 1,178 shares

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

  4. period ended2025-09-30
    13F 2,541 shares
    Change vs previous 13F +884 shares

    0.02% of the 13F portfolio, value $468,448.

    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.: 1,392 shares
    • Essex Bank: 1,149 shares

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

  5. period ended2025-06-30
    13F 1,657 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $238,672.

    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).