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Disclosery

Essex Financial Services, Inc.: WU position timeline

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

Essex Financial Services, Inc. held 59,500 WU 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 59,500 shares
    Change vs previous 13F +4,089 shares

    0.02% of the 13F portfolio, value $458,150.

    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 55,411 shares
    Change vs previous 13F -1,462 shares

    0.03% of the 13F portfolio, value $483,738.

    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 56,873 shares
    Change vs previous 13F -217 shares

    0.03% of the 13F portfolio, value $529,488.

    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 57,090 shares
    Change vs previous 13F -6,080 shares

    0.03% of the 13F portfolio, value $456,149.

    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 63,170 shares
    Change vs previous 13F +1,400 shares

    0.03% of the 13F portfolio, value $531,891.

    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 61,770 shares
    Change vs previous 13F +13,801 shares

    0.05% of the 13F portfolio, value $653,527.

    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 47,969 shares
    Change vs previous 13F -1,465 shares

    0.04% of the 13F portfolio, value $508,471.

    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 49,434 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $573,434.

    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).