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Disclosery

Essex Financial Services, Inc.: RWL position timeline

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

Essex Financial Services, Inc. held 43,507 RWL 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 43,507 shares
    Change vs previous 13F +2,316 shares

    0.28% of the 13F portfolio, value $5,558,409.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 41,191 shares
    Change vs previous 13F +2,993 shares

    0.27% of the 13F portfolio, value $4,733,239.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 38,198 shares
    Change vs previous 13F +2,104 shares

    0.25% of the 13F portfolio, value $4,373,656.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 36,094 shares
    Change vs previous 13F +3,874 shares

    0.24% of the 13F portfolio, value $3,994,179.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 32,220 shares
    Change vs previous 13F +1,228 shares

    0.22% of the 13F portfolio, value $3,360,262.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,992 shares
    Change vs previous 13F +2,660 shares

    0.22% of the 13F portfolio, value $3,078,748.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 28,332 shares
    Change vs previous 13F +6,232 shares

    0.2% of the 13F portfolio, value $2,774,307.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,100 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,183,445.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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