Koss-Olinger Consulting, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1861163
GAINESVILLE, FL
Position in WTRG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$801,413
+$13,384 QoQ
Shares Held
19,901
-3.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $801,413 | 19,901 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $788,029 | 20,543 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,068,761 | 26,786 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $995,946 | 26,816 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,092,292 | 27,632 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $399,883 | 11,010 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||