Position in WTRG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,566
+$2,048 QoQ
Shares Held
67
+415.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#642
of 693 holders
Holding Since
Jun 2022
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, 2026Avion Wealth holds $9,385 across 4 Utilities - Regulated Water names. WTRG ranks #2 (27.3% of the industry book) .
All Filings in WTRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,566 | 67 | Shares | Sole | 2026-07-31 | |
| 2025-09-30 | $518 | 13 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $482 | 13 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $2 | 28 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,045 | 28 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2 | 71 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1 | 28 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1 | 38 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1 | 28 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,158 | 28 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,283 | 28 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||