Continuum Advisory, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1846532 EAGLE, ID

Position in WTRG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,643

-$348,632 QoQ

Shares Held

-99.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#639

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Continuum Advisory, LLC holds $273,196 across 4 Utilities - Regulated Water names. WTRG ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	1,485	$195,396
2	AWR	American States Water Co	741	$61,228
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	2,410	$13,929
4	WTRG	Essential Utilities, Inc. This page	69	$2,643

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,643	69	-99.2%	Shares	Sole	2026-08-06
2026-03-31	$351,275	8,723	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$334,345	8,716	+0.0%	Shares	Sole	2026-02-11
2025-09-30	$347,728	8,715	-49.8%	Shares	Sole	2025-10-20
2025-06-30	$645,233	17,373	+0.3%	Shares	Sole	2025-08-13
2025-03-31	$684,659	17,320	-33.5%	Shares	Sole	2025-04-23
2024-12-31	$945,482	26,032	0.0%	Shares	Sole	2025-02-18
2024-09-30	$1,004,054	26,032	0.0%	Shares	Sole	2024-11-15
2024-06-30	$971,774	26,032	0.0%	Shares	Sole	2024-07-19
2024-03-31	$964,485	26,032	-5.1%	Shares	Sole	2024-05-13
2023-12-31	$1,024,585	27,432	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$939,921	27,379	-15.4%	Shares	Sole	2023-11-13
2023-06-30	$1,292,245	32,379	0.0%	Shares	Sole	2023-12-13
2023-03-31	$1,413,343	32,379	0.0%	Shares	Sole	2023-12-13
2022-12-31	$1,545,449	32,379	0.0%	Shares	Sole	2023-12-13
2022-09-30	$1,339,843	32,379	-1.1%	Shares	Sole	2023-12-13
2022-06-30	$1,501,679	32,752	0.0%	Shares	Sole	2023-12-13
2022-03-31	$1,674,609	32,752	0.0%	Shares	Sole	2023-12-13
2021-12-31	$1,758,454	32,752	+1.2%	Shares	Sole	2023-12-13
2021-09-30	$1,492,024	32,379	0.0%	Shares	Sole	2023-12-13
2021-06-30	$1,479,720	32,379	0.0%	Shares	Sole	2023-12-13
2021-03-31	$1,448,960	32,379	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,531,202	32,379	0.0%	Shares	Sole	2021-05-17
2020-09-30	$1,303,254	32,379	0.0%	Shares	Sole	2021-05-17
2020-06-30	$1,367,688	32,379	0.0%	Shares	Sole	2021-05-18
2020-03-31	$1,317,825	32,379	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.