RTD Financial Advisors, Inc.

Position in WTRG — Essential Utilities, Inc.

CIK 1810555 Philadelphia, PA

Position in WTRG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$272,115

-$13,922 QoQ

Shares Held

7,103

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#447

of 693 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RTD Financial Advisors, Inc. holds $272,115 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WTRG	Essential Utilities, Inc. This page	7,103	$272,115

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,115	7,103	0.0%	Shares	Sole	2026-07-13
2026-03-31	$286,037	7,103	0.0%	Shares	Sole	2026-04-13
2025-12-31	$272,471	7,103	0.0%	Shares	Sole	2026-01-27
2025-09-30	$283,409	7,103	0.0%	Shares	Sole	2025-10-14
2025-06-30	$263,805	7,103	-2.0%	Shares	Sole	2025-07-15
2025-03-31	$286,592	7,250	+2.1%	Shares	Sole	2025-04-16
2024-12-31	$257,980	7,103	0.0%	Shares	Sole	2025-01-21
2024-09-30	$273,962	7,103	0.0%	Shares	Sole	2024-10-30
2024-06-30	$265,154	7,103	0.0%	Shares	Sole	2024-07-22
2024-03-31	$263,166	7,103	0.0%	Shares	Sole	2024-04-19
2023-12-31	$265,297	7,103	0.0%	Shares	Sole	2024-01-17
2023-09-30	$243,845	7,103	0.0%	Shares	Sole	2023-10-19
2023-06-30	$283,480	7,103	0.0%	Shares	Sole	2023-07-13
2023-03-31	$310,045	7,103	0.0%	Shares	Sole	2023-04-18
2022-12-31	$339,026	7,103	0.0%	Shares	Sole	2023-01-24
2022-09-30	$293,922	7,103	-22.0%	Shares	Sole	2022-10-12
2022-06-30	$417,372	9,103	0.0%	Shares	Sole	2022-07-21
2022-03-31	$465,436	9,103	0.0%	Shares	Sole	2022-05-03
2021-12-31	$488,740	9,103	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.