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Disclosery

Essex Financial Services, Inc.: IWM position timeline

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

Essex Financial Services, Inc. held 21,413 IWM 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 21,413 shares
    Change vs previous 13F +482 shares

    0.26% of the 13F portfolio, value $6,433,492.

    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.: 12,048 shares
    • Essex Bank: 9,365 shares

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

  2. period ended2026-03-31
    13F 20,931 shares
    Change vs previous 13F +297 shares

    0.23% of the 13F portfolio, value $5,190,968.

    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.: 11,506 shares
    • Essex Bank: 9,425 shares

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

  3. period ended2025-12-31
    13F 20,634 shares
    Change vs previous 13F -25 shares

    0.23% of the 13F portfolio, value $5,079,306.

    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.: 11,359 shares
    • Essex Bank: 9,275 shares

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

  4. period ended2025-09-30
    13F 20,659 shares
    Change vs previous 13F -594 shares

    0.24% of the 13F portfolio, value $4,998,639.

    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.: 11,225 shares
    • Essex Bank: 9,434 shares

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

  5. period ended2025-06-30
    13F 21,253 shares
    Change vs previous 13F +563 shares

    0.24% of the 13F portfolio, value $4,586,248.

    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.: 11,519 shares
    • Essex Bank: 9,734 shares

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

  6. period ended2025-03-31
    13F 20,690 shares
    Change vs previous 13F +1,069 shares

    0.23% of the 13F portfolio, value $4,127,539.

    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.: 10,844 shares
    • Essex Bank: 9,846 shares

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

  7. period ended2024-12-31
    13F 19,621 shares
    Change vs previous 13F +325 shares

    0.24% of the 13F portfolio, value $4,335,352.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 9,759 shares
    • Essex Bank: 9,862 shares

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

  8. period ended2024-09-30
    13F 19,296 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,265,783.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 9,634 shares
    • Essex Bank: 9,662 shares

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