Skip to content
Disclosery

Essex Financial Services, Inc.: WPM position timeline

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

Essex Financial Services, Inc. held 29,440 WPM 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 29,440 shares
    Change vs previous 13F -144 shares

    0.16% of the 13F portfolio, value $3,306,660.

    13F-HR 0001951757-26-001201 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).

  2. period ended2026-03-31
    13F 29,584 shares
    Change vs previous 13F -1,567 shares

    0.22% of the 13F portfolio, value $3,875,829.

    13F-HR 0001951757-26-000732 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).

  3. period ended2025-12-31
    13F 31,151 shares
    Change vs previous 13F -657 shares

    0.21% of the 13F portfolio, value $3,660,850.

    13F-HR 0001951757-26-000399 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).

  4. period ended2025-09-30
    13F 31,808 shares
    Change vs previous 13F -322 shares

    0.21% of the 13F portfolio, value $3,557,428.

    13F-HR 0001951757-25-001347 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).

  5. period ended2025-06-30
    13F 32,130 shares
    Change vs previous 13F -1,169 shares

    0.19% of the 13F portfolio, value $2,885,303.

    13F-HR 0001951757-25-000875 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).

  6. period ended2025-03-31
    13F 33,299 shares
    Change vs previous 13F -684 shares

    0.19% of the 13F portfolio, value $2,584,965.

    13F-HR 0001951757-25-000454 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).

  7. period ended2024-12-31
    13F 33,983 shares
    Change vs previous 13F +39 shares

    0.14% of the 13F portfolio, value $1,911,176.

    13F-HR 0001951757-25-000141 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).

  8. period ended2024-09-30
    13F 33,944 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,326,174.

    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).