TWIN PEAKS WEALTH ADVISORS, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 2006218
BURLINGAME, CA
Position in WTRG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$14,940
+$2,424 QoQ
Shares Held
371
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,940 | 371 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $12,516 | 337 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||