Skip to content
Disclosery

Essex Financial Services, Inc.: IWF position timeline

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

Essex Financial Services, Inc. held 66,154 IWF 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 66,154 shares
    Change vs previous 13F +49,752 shares

    0.33% of the 13F portfolio, value $8,214,309.

    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.: 49,534 shares
    • Essex Bank: 16,620 shares

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

  2. period ended2026-03-31
    13F 16,402 shares
    Change vs previous 13F +30 shares

    0.31% of the 13F portfolio, value $6,993,736.

    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.: 12,247 shares
    • Essex Bank: 4,155 shares

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

  3. period ended2025-12-31
    13F 16,372 shares
    Change vs previous 13F +4 shares

    0.35% of the 13F portfolio, value $7,748,747.

    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.: 12,397 shares
    • Essex Bank: 3,975 shares

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

  4. period ended2025-09-30
    13F 16,368 shares
    Change vs previous 13F -45 shares

    0.36% of the 13F portfolio, value $7,666,712.

    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.: 12,452 shares
    • Essex Bank: 3,916 shares

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

  5. period ended2025-06-30
    13F 16,413 shares
    Change vs previous 13F +525 shares

    0.36% of the 13F portfolio, value $6,968,760.

    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.: 12,623 shares
    • Essex Bank: 3,790 shares

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

  6. period ended2025-03-31
    13F 15,888 shares
    Change vs previous 13F +1,685 shares

    0.32% of the 13F portfolio, value $5,736,995.

    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.: 12,226 shares
    • Essex Bank: 3,662 shares

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

  7. period ended2024-12-31
    13F 14,203 shares
    Change vs previous 13F -495 shares

    0.31% of the 13F portfolio, value $5,703,514.

    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.: 10,541 shares
    • Essex Bank: 3,662 shares

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

  8. period ended2024-09-30
    13F 14,698 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,617,238.

    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.: 10,943 shares
    • Essex Bank: 3,755 shares

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