Golden State Wealth Management, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1776033 SANTA ANA, CA

Position in WTRG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$30,992

+$2,803 QoQ

Shares Held

809

+15.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#560

of 693 holders

Holding Since

Mar 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $190,944 across 3 Utilities - Regulated Water names. WTRG ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	977	$128,553
2	AWR	American States Water Co	380	$31,399
3	WTRG	Essential Utilities, Inc. This page	809	$30,992

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,992	809	+15.6%	Shares	Sole	2026-07-22
2026-03-31	$28,189	700	+714.0%	Shares	Sole	2026-04-28
2020-03-31	$3,500	86	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.