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Disclosery

Essex Financial Services, Inc.: WM position timeline

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

Essex Financial Services, Inc. held 8,731 WM 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 8,731 shares
    Change vs previous 13F +240 shares

    0.08% of the 13F portfolio, value $1,945,857.

    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.: 7,529 shares
    • Essex Bank: 1,202 shares

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

  2. period ended2026-03-31
    13F 8,491 shares
    Change vs previous 13F -167 shares

    0.09% of the 13F portfolio, value $1,951,117.

    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.: 7,074 shares
    • Essex Bank: 1,417 shares

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

  3. period ended2025-12-31
    13F 8,658 shares
    Change vs previous 13F +461 shares

    0.09% of the 13F portfolio, value $1,902,325.

    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.: 7,234 shares
    • Essex Bank: 1,424 shares

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

  4. period ended2025-09-30
    13F 8,197 shares
    Change vs previous 13F +91 shares

    0.09% of the 13F portfolio, value $1,810,049.

    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.: 6,784 shares
    • Essex Bank: 1,413 shares

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

  5. period ended2025-06-30
    13F 8,106 shares
    Change vs previous 13F +593 shares

    0.1% of the 13F portfolio, value $1,854,756.

    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.: 6,693 shares
    • Essex Bank: 1,413 shares

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

  6. period ended2025-03-31
    13F 7,513 shares
    Change vs previous 13F +590 shares

    0.1% of the 13F portfolio, value $1,739,383.

    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.: 6,251 shares
    • Essex Bank: 1,262 shares

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

  7. period ended2024-12-31
    13F 6,923 shares
    Change vs previous 13F +165 shares

    0.08% of the 13F portfolio, value $1,396,985.

    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.: 5,627 shares
    • Essex Bank: 1,296 shares

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

  8. period ended2024-09-30
    13F 6,758 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,421,154.

    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.: 5,463 shares
    • Essex Bank: 1,295 shares

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