Skip to content
Disclosery

Essex Financial Services, Inc.: WDC position timeline

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

Essex Financial Services, Inc. held 1,755 WDC 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 1,755 shares
    Change vs previous 13F -302 shares

    0.05% of the 13F portfolio, value $1,120,633.

    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.: 1,378 shares
    • Essex Bank: 377 shares

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

  2. period ended2026-03-31
    13F 2,057 shares
    Change vs previous 13F -59 shares

    0.03% of the 13F portfolio, value $556,383.

    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 2,116 shares
    Change vs previous 13F +381 shares

    0.02% of the 13F portfolio, value $364,469.

    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 1,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,266.

    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).