Skip to content
Disclosery

Essex Financial Services, Inc.: WEC position timeline

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

Essex Financial Services, Inc. held 4,771 WEC 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 4,771 shares
    Change vs previous 13F -23 shares

    0.02% of the 13F portfolio, value $557,127.

    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.: 2,680 shares
    • Essex Bank: 2,091 shares

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

  2. period ended2026-03-31
    13F 4,794 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $554,939.

    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.: 2,703 shares
    • Essex Bank: 2,091 shares

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

  3. period ended2025-12-31
    13F 4,828 shares
    Change vs previous 13F +579 shares

    0.02% of the 13F portfolio, value $509,145.

    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.: 2,736 shares
    • Essex Bank: 2,092 shares

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

  4. period ended2025-09-30
    13F 4,249 shares
    Change vs previous 13F -360 shares

    0.02% of the 13F portfolio, value $486,924.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,997 shares
    • Essex Bank: 2,252 shares

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

  5. period ended2025-06-30
    13F 4,609 shares
    Change vs previous 13F +296 shares

    0.02% of the 13F portfolio, value $480,250.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,363 shares
    • Essex Bank: 2,246 shares

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

  6. period ended2025-03-31
    13F 4,313 shares
    Change vs previous 13F -81 shares

    0.03% of the 13F portfolio, value $469,985.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 2,067 shares
    • Essex Bank: 2,246 shares

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

  7. period ended2024-12-31
    13F 4,394 shares
    Share basis changed not comparable

    Membership change: Essex Bank joined the group. 0.02% of the 13F portfolio, value $413,235.

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

    • Essex Financial Services, Inc.: 2,145 shares
    • Essex Bank: 2,249 shares

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