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Disclosery

Essex Financial Services, Inc.: STWD position timeline

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

Essex Financial Services, Inc. held 14,780 STWD 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 14,780 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $242,091.

    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 14,642 shares
    Change vs previous 13F -129 shares

    0.01% of the 13F portfolio, value $252,137.

    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 14,771 shares
    Change vs previous 13F -2,870 shares

    0.02% of the 13F portfolio, value $266,028.

    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 17,641 shares
    Change vs previous 13F +4,930 shares

    0.02% of the 13F portfolio, value $341,710.

    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 12,711 shares
    Change vs previous 13F +1,277 shares

    0.02% of the 13F portfolio, value $255,100.

    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 11,434 shares
    Change vs previous 13F +247 shares

    0.02% of the 13F portfolio, value $226,043.

    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 11,187 shares
    Change vs previous 13F -4,340 shares

    0.01% of the 13F portfolio, value $211,988.

    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 15,527 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $308,361.

    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).