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Disclosery

Essex Financial Services, Inc.: WMT position timeline

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

Essex Financial Services, Inc. held 96,937 WMT 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 96,937 shares
    Change vs previous 13F -1,164 shares

    0.44% of the 13F portfolio, value $10,979,056.

    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.: 52,462 shares
    • Essex Bank: 44,475 shares

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

  2. period ended2026-03-31
    13F 98,101 shares
    Change vs previous 13F -3,119 shares

    0.55% of the 13F portfolio, value $12,191,982.

    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.: 53,551 shares
    • Essex Bank: 44,550 shares

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

  3. period ended2025-12-31
    13F 101,220 shares
    Change vs previous 13F +3,774 shares

    0.51% of the 13F portfolio, value $11,276,866.

    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.: 53,906 shares
    • Essex Bank: 47,314 shares

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

  4. period ended2025-09-30
    13F 97,446 shares
    Change vs previous 13F -538 shares

    0.47% of the 13F portfolio, value $10,042,744.

    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.: 49,919 shares
    • Essex Bank: 47,527 shares

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

  5. period ended2025-06-30
    13F 97,984 shares
    Change vs previous 13F +1,056 shares

    0.49% of the 13F portfolio, value $9,580,818.

    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.: 50,448 shares
    • Essex Bank: 47,536 shares

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

  6. period ended2025-03-31
    13F 96,928 shares
    Change vs previous 13F -723 shares

    0.47% of the 13F portfolio, value $8,509,257.

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

    • Essex Financial Services, Inc.: 48,279 shares
    • Essex Bank: 48,649 shares

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

  7. period ended2024-12-31
    13F 97,651 shares
    Change vs previous 13F -244 shares

    0.48% of the 13F portfolio, value $8,822,796.

    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.: 51,878 shares
    • Essex Bank: 45,773 shares

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

  8. period ended2024-09-30
    13F 97,895 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,970,635.

    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.: 52,432 shares
    • Essex Bank: 45,463 shares

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