Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$469,297
-$24,291 QoQ
Shares Held
12,250
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#369
of 691 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Compass Ion Advisors, LLC holds $469,297 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
|
12,250 | $469,297 |
All Filings in WTRG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,297 | 12,250 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $493,588 | 12,257 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||