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Disclosery

Essex Financial Services, Inc.: IWD position timeline

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

Essex Financial Services, Inc. held 20,548 IWD 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 20,548 shares
    Change vs previous 13F -137 shares

    0.2% of the 13F portfolio, value $4,981,398.

    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.: 17,721 shares
    • Essex Bank: 2,827 shares

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

  2. period ended2026-03-31
    13F 20,685 shares
    Change vs previous 13F -74 shares

    0.2% of the 13F portfolio, value $4,419,794.

    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.: 17,718 shares
    • Essex Bank: 2,967 shares

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

  3. period ended2025-12-31
    13F 20,759 shares
    Change vs previous 13F +288 shares

    0.2% of the 13F portfolio, value $4,366,430.

    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.: 17,809 shares
    • Essex Bank: 2,950 shares

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

  4. period ended2025-09-30
    13F 20,471 shares
    Change vs previous 13F +5 shares

    0.2% of the 13F portfolio, value $4,167,664.

    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.: 17,845 shares
    • Essex Bank: 2,626 shares

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

  5. period ended2025-06-30
    13F 20,466 shares
    Change vs previous 13F +484 shares

    0.2% of the 13F portfolio, value $3,975,149.

    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.: 17,776 shares
    • Essex Bank: 2,690 shares

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

  6. period ended2025-03-31
    13F 19,982 shares
    Change vs previous 13F +324 shares

    0.21% of the 13F portfolio, value $3,759,866.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 17,253 shares
    • Essex Bank: 2,729 shares

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

  7. period ended2024-12-31
    13F 19,658 shares
    Change vs previous 13F -35 shares

    0.2% of the 13F portfolio, value $3,639,270.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 16,909 shares
    • Essex Bank: 2,749 shares

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

  8. period ended2024-09-30
    13F 19,693 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,763,712.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 17,057 shares
    • Essex Bank: 2,636 shares

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