Skip to content
Disclosery

Essex Financial Services, Inc.: WIT position timeline

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

Essex Financial Services, Inc. held 26,475 WIT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,475 shares
    Change vs previous 13F +1,034 shares

    0.01% of the 13F portfolio, value $59,568.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    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 25,441 shares
    Change vs previous 13F +3,417 shares

    0.01% of the 13F portfolio, value $53,680.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    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 22,024 shares
    Change vs previous 13F -1,942 shares

    0.01% of the 13F portfolio, value $62,327.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    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 23,966 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $62,790.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    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 23,966 shares
    Change vs previous 13F -358 shares

    0.02% of the 13F portfolio, value $72,137.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    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 24,324 shares
    Change vs previous 13F -2,986 shares

    0.02% of the 13F portfolio, value $74,188.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    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 27,310 shares
    Change vs previous 13F +13,655 shares

    0.02% of the 13F portfolio, value $96,404.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    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 13,655 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $88,484.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

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