Position in WTRG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$21,491
-$1,100 QoQ
Shares Held
561
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#578
of 693 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $21,491 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
|
561 | $21,491 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,491 | 561 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $22,591 | 561 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,519 | 561 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $22,383 | 561 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $20,835 | 561 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $22,176 | 561 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,375 | 561 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,637 | 561 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,942 | 561 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,785 | 561 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,953 | 561 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $19,259 | 561 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,389 | 561 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,487 | 561 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $26,776 | 561 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $23,214 | 561 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $25,721 | 561 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $28,683 | 561 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $30,120 | 561 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $25,850 | 561 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $25,637 | 561 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $25,104 | 561 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $26,529 | 561 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $22,580 | 561 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,696 | 561 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,832 | 561 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||