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Disclosery

Essex Financial Services, Inc.: SWK position timeline

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

Essex Financial Services, Inc. held 20,201 SWK 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 20,201 shares
    Change vs previous 13F +323 shares

    0.09% of the 13F portfolio, value $1,901,279.

    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 19,878 shares
    Change vs previous 13F -728 shares

    0.08% of the 13F portfolio, value $1,412,546.

    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 20,606 shares
    Change vs previous 13F -352 shares

    0.09% of the 13F portfolio, value $1,530,600.

    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 20,958 shares
    Change vs previous 13F -3,366 shares

    0.09% of the 13F portfolio, value $1,557,827.

    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 24,324 shares
    Change vs previous 13F +459 shares

    0.11% of the 13F portfolio, value $1,647,943.

    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 23,865 shares
    Change vs previous 13F -1,035 shares

    0.13% of the 13F portfolio, value $1,834,714.

    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 24,900 shares
    Change vs previous 13F +2,373 shares

    0.14% of the 13F portfolio, value $1,999,221.

    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 22,527 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,361,554.

    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).