Skip to content
Disclosery

Essex Financial Services, Inc.: IWB position timeline

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

Essex Financial Services, Inc. held 6,275 IWB 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 6,275 shares
    Change vs previous 13F -42 shares

    0.13% of the 13F portfolio, value $2,569,665.

    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 6,317 shares
    Change vs previous 13F -29 shares

    0.13% of the 13F portfolio, value $2,252,394.

    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 6,346 shares
    Change vs previous 13F -49 shares

    0.13% of the 13F portfolio, value $2,369,804.

    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 6,395 shares
    Change vs previous 13F +128 shares

    0.14% of the 13F portfolio, value $2,337,138.

    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 6,267 shares
    Change vs previous 13F +92 shares

    0.14% of the 13F portfolio, value $2,127,936.

    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 6,175 shares
    Change vs previous 13F +758 shares

    0.14% of the 13F portfolio, value $1,894,247.

    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 5,417 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $1,745,227.

    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 5,394 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,724,168.

    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).