Compound Planning, Inc.

Position in WTRG — Essential Utilities, Inc.

CIK 1978879 NEW YORK, NY

Position in WTRG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$394,937

-$55,522 QoQ

Shares Held

10,309

-7.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#393

of 691 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $1,139,810 across 3 Utilities - Regulated Water names. WTRG ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	79,836	$461,451
2	WTRG	Essential Utilities, Inc. This page	10,309	$394,937
3	AWK	American Water Works Company, Inc.	2,154	$283,422

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,937	10,309	-7.8%	Shares	Other	2026-08-04
2026-03-31	$450,459	11,186	-3.7%	Shares	Other	2026-05-14
2025-12-31	$445,474	11,613	+7.4%	Shares	Defined	2026-02-19
2025-09-30	$431,319	10,810	-13.7%	Shares	Sole	2025-11-10
2025-06-30	$465,401	12,531	+9.3%	Shares	Sole	2025-08-14
2025-03-31	$453,250	11,466	+27.8%	Shares	Sole	2025-05-14
2024-12-31	$325,899	8,973	-4.5%	Shares	Sole	2025-01-17
2024-09-30	$362,558	9,400	+6.3%	Shares	Sole	2024-10-08
2024-06-30	$330,109	8,843	-15.7%	Shares	Sole	2024-07-26
2024-03-31	$388,876	10,496	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.