Independent Advisor Alliance

Position in WTRG — Essential Utilities, Inc.

CIK 1696899 CHARLOTTE, NC

Position in WTRG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$419,723

-$18,776 QoQ

Shares Held

10,956

+0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#384

of 691 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Independent Advisor Alliance holds $901,717 across 3 Utilities - Regulated Water names. WTRG ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	10,956	$419,723
2	AWK	American Water Works Company, Inc.	1,938	$255,001
3	YORW	York Water Co	7,406	$226,993

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,723	10,956	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$438,499	10,889	+0.9%	Shares	Sole	2026-05-12
2025-12-31	$414,018	10,793	-1.6%	Shares	Sole	2026-02-04
2025-09-30	$437,663	10,969	-6.9%	Shares	Sole	2025-11-04
2025-06-30	$437,583	11,782	+9.1%	Shares	Sole	2025-08-11
2025-03-31	$427,002	10,802	+1.0%	Shares	Sole	2025-05-12
2024-12-31	$388,442	10,695	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.