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Disclosery

Essex Financial Services, Inc.: IWO position timeline

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

Essex Financial Services, Inc. held 1,257 IWO 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 1,257 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $495,060.

    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.: 653 shares
    • Essex Bank: 604 shares

    Acceptance time not in the bulk data set (spec ยง4.2).