Position in WTRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$34,095
+$5,101 QoQ
Shares Held
890
+23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#553
of 693 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $46,100 across 4 Utilities - Regulated Water names. WTRG ranks #1 (74.0% of the industry book) .
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,095 | 890 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $28,994 | 720 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,619 | 720 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,728 | 720 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,740 | 720 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,461 | 720 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $26,150 | 720 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||