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Disclosery

Essex Financial Services, Inc.: HWM position timeline

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

Essex Financial Services, Inc. held 1,968 HWM 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 1,968 shares
    Change vs previous 13F +674 shares

    0.02% of the 13F portfolio, value $529,041.

    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.: 1,208 shares
    • Essex Bank: 760 shares

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

  2. period ended2026-03-31
    13F 1,294 shares
    Change vs previous 13F +61 shares

    0.02% of the 13F portfolio, value $298,154.

    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 1,233 shares
    Change vs previous 13F -37 shares

    0.01% of the 13F portfolio, value $252,799.

    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 1,270 shares
    Change vs previous 13F -1,103 shares

    0.01% of the 13F portfolio, value $249,217.

    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.: 1,270 shares
    • Essex Bank: 0 shares

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

  5. period ended2025-06-30
    13F 2,373 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $441,682.

    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.: 1,291 shares
    • Essex Bank: 1,082 shares

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