Position in WTRG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,846,444
+$39,682 QoQ
Shares Held
70,684
-3.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
All Filings in WTRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,846,444 | 70,684 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,806,762 | 73,169 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,808,999 | 70,401 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,621,786 | 70,592 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,743,935 | 69,414 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||