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Disclosery

Essex Financial Services, Inc.: WBS position timeline

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

Essex Financial Services, Inc. held 17,900 WBS 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 17,900 shares
    Change vs previous 13F -3,145 shares

    0.07% of the 13F portfolio, value $1,367,937.

    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 21,045 shares
    Change vs previous 13F +943 shares

    0.08% of the 13F portfolio, value $1,460,944.

    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 20,102 shares
    Change vs previous 13F +4,363 shares

    0.07% of the 13F portfolio, value $1,265,217.

    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 15,739 shares
    Change vs previous 13F -4,415 shares

    0.06% of the 13F portfolio, value $935,511.

    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 20,154 shares
    Change vs previous 13F +311 shares

    0.07% of the 13F portfolio, value $1,100,406.

    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 19,843 shares
    Change vs previous 13F -161 shares

    0.07% of the 13F portfolio, value $1,022,895.

    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 20,004 shares
    Change vs previous 13F +49 shares

    0.08% of the 13F portfolio, value $1,104,633.

    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 19,955 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,036,459.

    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).