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Disclosery

Essex Financial Services, Inc.: WMB position timeline

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

Essex Financial Services, Inc. held 10,874 WMB 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 10,874 shares
    Change vs previous 13F -306 shares

    0.03% of the 13F portfolio, value $808,390.

    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.: 6,504 shares
    • Essex Bank: 4,370 shares

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

  2. period ended2026-03-31
    13F 11,180 shares
    Change vs previous 13F -7,810 shares

    0.04% of the 13F portfolio, value $813,683.

    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.: 6,808 shares
    • Essex Bank: 4,372 shares

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

  3. period ended2025-12-31
    13F 18,990 shares
    Change vs previous 13F +312 shares

    0.05% of the 13F portfolio, value $1,141,505.

    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.: 13,994 shares
    • Essex Bank: 4,996 shares

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

  4. period ended2025-09-30
    13F 18,678 shares
    Change vs previous 13F +1,272 shares

    0.06% of the 13F portfolio, value $1,183,263.

    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.: 13,479 shares
    • Essex Bank: 5,199 shares

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

  5. period ended2025-06-30
    13F 17,406 shares
    Change vs previous 13F -609 shares

    0.06% of the 13F portfolio, value $1,093,262.

    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.: 12,992 shares
    • Essex Bank: 4,414 shares

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

  6. period ended2025-03-31
    13F 18,015 shares
    Change vs previous 13F -249 shares

    0.06% of the 13F portfolio, value $1,076,548.

    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.: 13,481 shares
    • Essex Bank: 4,534 shares

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

  7. period ended2024-12-31
    13F 18,264 shares
    Change vs previous 13F -1,836 shares

    0.05% of the 13F portfolio, value $988,413.

    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.: 14,430 shares
    • Essex Bank: 3,834 shares

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

  8. period ended2024-09-30
    13F 20,100 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,051,208.

    13F-HR 0001951757-24-001121 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).