CVA Family Office, LLC

Family Office

Position in WTRG — Essential Utilities, Inc.

CIK 1802084 DENVER, CO

Position in WTRG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$7,853

-$2,415 QoQ

Shares Held

205

-19.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#615

of 693 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CVA Family Office, LLC holds $61,600 across 5 Utilities - Regulated Water names. WTRG ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	346	$45,526
2	WTRG	Essential Utilities, Inc. This page	205	$7,853
3	AWR	American States Water Co	43	$3,553
4	CWT	California Water Service Group	61	$2,967
5	HTO	H2o America	28	$1,701

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,853	205	-19.6%	Shares	Sole	2026-08-07
2026-03-31	$10,268	255	+920.0%	Shares	Sole	2026-04-29
2022-09-30	$1,034	25	0.0%	Shares	Sole	2022-11-22
2022-06-30	$1,146	25	-58.3%	Shares	Sole	2022-07-11
2022-03-31	$3,067	60	+71.4%	Shares	Sole	2022-04-22
2021-12-31	$1,879	35	-69.6%	Shares	Sole	2022-01-25
2021-06-30	$5,255	115	—	Shares	Sole	2021-07-13
No filing history on record for this holder in this stock.