Position in WTRG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$214,076
-$9,019 QoQ
Shares Held
5,588
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#481
of 693 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Avior Wealth Management, LLC holds $214,076 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
5,588 | $214,076 |
All Filings in WTRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,076 | 5,588 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $223,095 | 5,540 | Shares | Sole | 2026-04-09 | |
| 2024-12-31 | $944 | 26 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,221 | 265 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $54,016 | 1,447 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $742 | 17 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $811 | 17 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $703 | 17 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $779 | 17 | Shares | Sole | 2022-08-10 | |
| 2021-09-30 | $46 | 1 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $45 | 1 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||