Position in WTRG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$31,048
+$1,473 QoQ
Shares Held
771
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
All Filings in WTRG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,048 | 771 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $29,575 | 771 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,762 | 771 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $28,634 | 771 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $30,477 | 771 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $28,002 | 771 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $31,357 | 813 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $30,349 | 813 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $30,121 | 813 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $30,365 | 813 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $27,910 | 813 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $32,446 | 813 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $35,487 | 813 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $110,399 | 2,313 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $95,711 | 2,313 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $106,051 | 2,313 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $41,568 | 813 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $43,649 | 813 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,903 | 63 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,879 | 63 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $2,979 | 63 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||