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Disclosery

Essex Financial Services, Inc.: WFC position timeline

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

Essex Financial Services, Inc. held 36,642 WFC 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 36,642 shares
    Change vs previous 13F +144 shares

    0.12% of the 13F portfolio, value $3,027,886.

    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.: 20,566 shares
    • Essex Bank: 16,076 shares

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

  2. period ended2026-03-31
    13F 36,498 shares
    Change vs previous 13F -1,004 shares

    0.13% of the 13F portfolio, value $2,905,597.

    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.: 20,325 shares
    • Essex Bank: 16,173 shares

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

  3. period ended2025-12-31
    13F 37,502 shares
    Change vs previous 13F +2,787 shares

    0.16% of the 13F portfolio, value $3,495,225.

    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.: 21,454 shares
    • Essex Bank: 16,048 shares

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

  4. period ended2025-09-30
    13F 34,715 shares
    Change vs previous 13F -1,275 shares

    0.14% of the 13F portfolio, value $2,909,629.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 18,853 shares
    • Essex Bank: 15,862 shares

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

  5. period ended2025-06-30
    13F 35,990 shares
    Change vs previous 13F +259 shares

    0.15% of the 13F portfolio, value $2,883,503.

    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.: 18,358 shares
    • Essex Bank: 17,632 shares

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

  6. period ended2025-03-31
    13F 35,731 shares
    Change vs previous 13F -966 shares

    0.14% of the 13F portfolio, value $2,565,130.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 18,081 shares
    • Essex Bank: 17,650 shares

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

  7. period ended2024-12-31
    13F 36,697 shares
    Change vs previous 13F -912 shares

    0.14% of the 13F portfolio, value $2,577,619.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 18,867 shares
    • Essex Bank: 17,830 shares

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

  8. period ended2024-09-30
    13F 37,609 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,281,084.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 18,935 shares
    • Essex Bank: 18,674 shares

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