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Disclosery

Essex Financial Services, Inc.: IYW position timeline

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

Essex Financial Services, Inc. held 9,599 IYW 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 9,599 shares
    Change vs previous 13F -194 shares

    0.1% of the 13F portfolio, value $2,421,184.

    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.: 6,254 shares
    • Essex Bank: 3,345 shares

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

  2. period ended2026-03-31
    13F 9,793 shares
    Change vs previous 13F -1 shares

    0.08% of the 13F portfolio, value $1,776,643.

    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.: 6,448 shares
    • Essex Bank: 3,345 shares

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

  3. period ended2025-12-31
    13F 9,794 shares
    Change vs previous 13F -127 shares

    0.09% of the 13F portfolio, value $1,955,663.

    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.: 6,449 shares
    • Essex Bank: 3,345 shares

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

  4. period ended2025-09-30
    13F 9,921 shares
    Change vs previous 13F -278 shares

    0.09% of the 13F portfolio, value $1,943,124.

    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.: 6,576 shares
    • Essex Bank: 3,345 shares

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

  5. period ended2025-06-30
    13F 10,199 shares
    Change vs previous 13F +164 shares

    0.09% of the 13F portfolio, value $1,767,204.

    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.: 6,854 shares
    • Essex Bank: 3,345 shares

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

  6. period ended2025-03-31
    13F 10,035 shares
    Change vs previous 13F -689 shares

    0.08% of the 13F portfolio, value $1,409,334.

    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.: 6,690 shares
    • Essex Bank: 3,345 shares

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

  7. period ended2024-12-31
    13F 10,724 shares
    Change vs previous 13F +1,250 shares

    0.09% of the 13F portfolio, value $1,710,713.

    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.: 6,709 shares
    • Essex Bank: 4,015 shares

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

  8. period ended2024-09-30
    13F 9,474 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,468,061.

    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.: 6,794 shares
    • Essex Bank: 2,680 shares

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