Westfuller Advisors, LLC

Position in WTRG — Essential Utilities, Inc.

CIK 2024115 New York, NY

Position in WTRG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$11,876

-$486 QoQ

Shares Held

310

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#599

of 691 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Westfuller Advisors, LLC holds $57,982 across 3 Utilities - Regulated Water names. WTRG ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	265	$34,868
2	WTRG	Essential Utilities, Inc. This page	310	$11,876
3	CWT	California Water Service Group	231	$11,238

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,876	310	+1.0%	Shares	Sole	2026-07-29
2026-03-31	$12,362	307	+0.7%	Shares	Sole	2026-04-28
2025-12-31	$11,699	305	+1.0%	Shares	Sole	2026-01-21
2025-09-30	$12,049	302	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.