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Disclosery

Essex Financial Services, Inc.: IWS position timeline

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

Essex Financial Services, Inc. held 6,510 IWS 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 6,510 shares
    Change vs previous 13F -81 shares

    0.04% of the 13F portfolio, value $1,071,550.

    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.: 4,340 shares
    • Essex Bank: 2,170 shares

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

  2. period ended2026-03-31
    13F 6,591 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $960,630.

    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.: 4,421 shares
    • Essex Bank: 2,170 shares

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

  3. period ended2025-12-31
    13F 6,636 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $935,990.

    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.: 4,466 shares
    • Essex Bank: 2,170 shares

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

  4. period ended2025-09-30
    13F 6,635 shares
    Change vs previous 13F -51 shares

    0.04% of the 13F portfolio, value $926,678.

    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.: 4,465 shares
    • Essex Bank: 2,170 shares

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

  5. period ended2025-06-30
    13F 6,686 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $883,462.

    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.: 4,516 shares
    • Essex Bank: 2,170 shares

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

  6. period ended2025-03-31
    13F 6,681 shares
    Change vs previous 13F +104 shares

    0.05% of the 13F portfolio, value $841,574.

    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.: 4,511 shares
    • Essex Bank: 2,170 shares

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

  7. period ended2024-12-31
    13F 6,577 shares
    Change vs previous 13F -934 shares

    0.05% of the 13F portfolio, value $850,643.

    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.: 4,407 shares
    • Essex Bank: 2,170 shares

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

  8. period ended2024-09-30
    13F 7,511 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $992,849.

    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.: 5,551 shares
    • Essex Bank: 1,960 shares

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