Skip to content
Disclosery

Essex Financial Services, Inc.: SHW position timeline

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

Essex Financial Services, Inc. held 1,569 SHW 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 1,569 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $540,273.

    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.: 800 shares
    • Essex Bank: 769 shares

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

  2. period ended2026-03-31
    13F 1,578 shares
    Change vs previous 13F +178 shares

    0.02% of the 13F portfolio, value $505,783.

    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.: 823 shares
    • Essex Bank: 755 shares

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

  3. period ended2025-12-31
    13F 1,400 shares
    Change vs previous 13F -78 shares

    0.02% of the 13F portfolio, value $453,531.

    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.: 700 shares
    • Essex Bank: 700 shares

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

  4. period ended2025-09-30
    13F 1,478 shares
    Change vs previous 13F +802 shares

    0.02% of the 13F portfolio, value $511,604.

    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.: 781 shares
    • Essex Bank: 697 shares

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

  5. period ended2025-06-30
    13F 676 shares
    Change vs previous 13F -27 shares

    0.06% of the 13F portfolio, value $232,101.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    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 703 shares
    Change vs previous 13F -191 shares

    0.06% of the 13F portfolio, value $245,476.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 894 shares
    Change vs previous 13F -550 shares

    0.08% of the 13F portfolio, value $303,883.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 0 shares
    • Essex Bank: 894 shares

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

  8. period ended2024-09-30
    13F 1,444 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $539,905.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 564 shares
    • Essex Bank: 880 shares

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