Position in WTRG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$296,940
-$15,192 QoQ
Shares Held
7,751
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#439
of 693 holders
Holding Since
Dec 2022
15 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $547,046 across 4 Utilities - Regulated Water names. WTRG ranks #1 (54.3% of the industry book) .
All Filings in WTRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,940 | 7,751 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $312,132 | 7,751 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $303,964 | 7,924 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $316,167 | 7,924 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $291,140 | 7,839 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $309,875 | 7,839 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $284,712 | 7,839 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $302,350 | 7,839 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $288,896 | 7,739 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $286,729 | 7,739 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $289,051 | 7,739 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $265,679 | 7,739 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $308,863 | 7,739 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $57,574 | 1,319 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $62,955 | 1,319 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||