Essex Financial Services, Inc.

Position in WPM — Wheaton Precious Metals Corp.

CIK 1315785 ESSEX, CT

Position in WPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,306,700

-$569,099 QoQ

Shares Held

29,440

-0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#266

of 849 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Essex Financial Services, Inc. holds $4,800,441 across 5 Gold names. WPM ranks #1 (68.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPM	Wheaton Precious Metals Corp. This page	29,440	$3,306,700
2	FNV	FRANCO NEVADA Corp	3,222	$671,593
3	NEM	NEWMONT Corp /DE/	4,193	$391,626
4	RGLD	Royal Gold Inc	1,082	$215,978
5	PAAS	Pan American Silver Corp	4,790	$214,544

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,306,700	29,440	-0.5%	Shares	Sole	2026-08-10
2026-03-31	$3,875,799	29,584	-5.0%	Shares	Sole	2026-04-24
2025-12-31	$3,660,865	31,151	-2.1%	Shares	Sole	2026-02-10
2025-09-30	$3,557,406	31,808	-1.0%	Shares	Sole	2025-11-07
2025-06-30	$2,885,274	32,130	-3.5%	Shares	Sole	2025-07-16
2025-03-31	$2,585,001	33,299	-2.0%	Shares	Sole	2025-04-25
2024-12-31	$1,911,203	33,983	+0.1%	Shares	Defined	2025-01-29
2024-09-30	$2,073,299	33,944	+0.0%	Shares	Defined	2024-10-24
2024-06-30	$1,778,925	33,936	-15.6%	Shares	Defined	2024-08-09
2024-03-31	$1,895,851	40,226	-2.1%	Shares	Sole	2024-04-24
2023-12-31	$2,028,022	41,103	+12.0%	Shares	Sole	2024-02-06
2023-09-30	$1,488,266	36,702	-4.8%	Shares	Sole	2023-11-15
2023-06-30	$1,667,081	38,572	-68.8%	Shares	Sole	2023-08-09
2023-03-31	$5,956,958	123,691	+28.3%	Shares	Sole	2023-05-11
2022-12-31	$3,766,686	96,384	+74.3%	Shares	Sole	2023-02-10
2022-09-30	$1,788,957	55,283	-36.4%	Shares	Sole	2022-11-07
2022-06-30	$3,131,439	86,912	-37.9%	Shares	Sole	2022-08-01
2022-03-31	$6,657,012	139,912	-7.3%	Shares	Sole	2022-04-21
2021-12-31	$6,481,142	150,970	-13.4%	Shares	Sole	2022-02-11
2021-09-30	$6,555,004	174,428	-0.4%	Shares	Sole	2021-11-10
2021-06-30	$7,718,772	175,148	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.