Position in WHR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$230,252
-$122,762 QoQ
Shares Held
5,841
-10.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#266
of 460 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Essex Financial Services, Inc. holds $785,870 across 2 Furnishings, Fixtures & Appliances names. WHR ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETD |
Ethan Allen Interiors Inc
|
24,871 | $555,618 | |
| 2 | WHR |
Whirlpool Corp /De/
This page
|
5,841 | $230,252 |
All Filings in WHR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,252 | 5,841 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $353,014 | 6,547 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $483,626 | 6,704 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $497,616 | 6,331 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $701,826 | 6,920 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $641,274 | 7,115 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $833,757 | 7,283 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $836,847 | 7,821 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $819,950 | 8,023 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $710,123 | 5,936 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $713,206 | 5,857 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $531,992 | 3,979 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $548,886 | 3,689 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||