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Disclosery

Essex Financial Services, Inc.: IWR position timeline

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

Essex Financial Services, Inc. held 69,514 IWR 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 69,514 shares
    Change vs previous 13F +2,013 shares

    0.31% of the 13F portfolio, value $7,668,749.

    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.: 61,470 shares
    • Essex Bank: 8,044 shares

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

  2. period ended2026-03-31
    13F 67,501 shares
    Change vs previous 13F -2,383 shares

    0.29% of the 13F portfolio, value $6,563,161.

    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.: 59,494 shares
    • Essex Bank: 8,007 shares

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

  3. period ended2025-12-31
    13F 69,884 shares
    Change vs previous 13F +388 shares

    0.3% of the 13F portfolio, value $6,727,773.

    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.: 61,737 shares
    • Essex Bank: 8,147 shares

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

  4. period ended2025-09-30
    13F 69,496 shares
    Change vs previous 13F -894 shares

    0.32% of the 13F portfolio, value $6,709,824.

    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.: 61,339 shares
    • Essex Bank: 8,157 shares

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

  5. period ended2025-06-30
    13F 70,390 shares
    Change vs previous 13F -2,374 shares

    0.33% of the 13F portfolio, value $6,473,767.

    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.: 62,143 shares
    • Essex Bank: 8,247 shares

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

  6. period ended2025-03-31
    13F 72,764 shares
    Change vs previous 13F +564 shares

    0.34% of the 13F portfolio, value $6,189,977.

    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.: 64,201 shares
    • Essex Bank: 8,563 shares

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

  7. period ended2024-12-31
    13F 72,200 shares
    Change vs previous 13F +30 shares

    0.35% of the 13F portfolio, value $6,382,434.

    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.: 63,751 shares
    • Essex Bank: 8,449 shares

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

  8. period ended2024-09-30
    13F 72,170 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,402,487.

    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.: 63,721 shares
    • Essex Bank: 8,449 shares

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