Cedar Mountain Advisors, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1798986
LAKE OSWEGO, OR
Position in WTRG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$6,665
-$301 QoQ
Shares Held
174
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#621
of 693 holders
Holding Since
Dec 2022
15 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, 2026Cedar Mountain Advisors, LLC holds $7,885 across 3 Utilities - Regulated Water names. WTRG ranks #1 (84.5% of the industry book) .
All Filings in WTRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,665 | 174 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,966 | 173 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,559 | 171 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,783 | 170 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,239 | 168 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,601 | 167 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,029 | 166 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $385 | 10 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $335 | 9 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $259 | 7 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $224 | 6 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $137 | 4 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $119 | 3 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $87 | 2 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $47 | 1 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||