JONES FINANCIAL COMPANIES LLLP
Holdings in WTRG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,759,603 | 306,559 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $5,826,118 | 146,018 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $8,904,277 | 239,749 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $7,619,130 | 192,743 | Shares | Sole | 2025-05-28 |
| 2024-12-31 | $8,725,262 | 240,233 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $7,056,072 | 182,942 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,182,129 | 31,667 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $3,200,304 | 86,378 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $2,010,064 | 53,817 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $35,737 | 1,041 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $165,307 | 4,142 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $45,439 | 1,041 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $49,686 | 1,041 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $12,869 | 311 | Shares | Sole | 2022-11-03 |
| 2021-06-30 | $31,990 | 700 | Shares | Sole | 2021-08-12 |
| 2021-03-31 | $31,325 | 700 | Shares | Sole | 2021-04-30 |