Position in WTRG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$520,747
-$70,940 QoQ
Shares Held
13,593
-7.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#360
of 691 holders
Holding Since
Dec 2020
23 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, 2026First Pacific Financial holds $1,140,448 across 3 Utilities - Regulated Water names. WTRG ranks #2 (45.7% of the industry book) .
All Filings in WTRG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,747 | 13,593 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $591,687 | 14,693 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $573,098 | 14,940 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $624,435 | 15,650 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $583,172 | 15,702 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $673,512 | 17,038 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $613,045 | 16,879 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $651,910 | 16,902 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $603,402 | 16,164 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $556,824 | 15,029 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $513,861 | 13,758 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $468,741 | 13,654 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $618,245 | 15,491 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $674,610 | 15,455 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $755,518 | 15,829 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $637,169 | 15,398 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $674,040 | 14,701 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $731,925 | 14,315 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $752,465 | 14,015 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $624,844 | 13,560 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $594,328 | 13,005 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $522,545 | 11,677 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $432,514 | 9,146 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||